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Corporate Bonds

The EM Bond Rally Isn’t Exhausted Yet

USD-denominated Emerging Market bonds have been outperforming US corporates for the past year. We don’t think the rally is exhausted yet.

US Bond Strategy by Ryan Swift
Watch The Unemployment Rate

Our Portfolio Allocation Summary for September 2025.

US Bond Strategy by Ryan Swift
Is The Labor Market Slowdown For Real?

Our Portfolio Allocation Summary for August 2025.

US Bond Strategy by Ryan Swift
Still Moving Sideways

Our Portfolio Allocation Summary for July 2025.

US Bond Strategy by Ryan Swift
Third Quarter 2025 Strategy Outlook: Waiting For The Whites Of The Recession’s Eyes

Investors should modestly underweight equities in their portfolios and look to turn more aggressively defensive once the whites of the recession’s eyes are visible. We think that will happen within the next few months.

Global Investment Strategy by Peter Berezin
Slowing US Labor Momentum Reinforces Defensive Positioning
The May US jobs report reinforces our defensive stance as labor momentum is slowing even if not collapsing. Payrolls rose 139k, beating estimates, but decelerating from a downwardly revised 147k. Two-month revisions cut 95k jobs, again signaling that initial…
Daily Insights by Felix-Antoine Vezina-Poirier
ECB Meeting Post-Mortem: A Deceleration, Not A Pivot

The ECB is changing its tone, but don’t call it a pivot. Slower cuts, sticky disinflation, and a soft growth patch shift the opportunity set. We break down the tactical bond trades and why EUR/USD dips are still for buying.

European Investment Strategy, Global Fixed Income Strategy, Foreign Exchange Strategy by Mathieu Savary
Wait For May Employment Data

Our Portfolio Allocation Summary for June 2025.

US Bond Strategy by Ryan Swift
The Window Is Rapidly Closing For European Corporate Bond Markets
European corporate bond spreads have more room to narrow in the near term, but their next big leg is up. After a significant widening in option-adjusted spreads caused by stagflation fears in the US and “Liberation Day,” European spreads continue…
Daily Insights by Jeremie Peloso
Junk Bonds Cheapen Up

Our Portfolio Allocation Summary for May 2025.

US Bond Strategy by Ryan Swift

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