Watchlist

Watchlist
Apollo Tactical Income Fund Inc. (AIF)
Apollo Tactical Income Fund Inc. (AIF)
U.S. High-Yield Market Outlook: Week Ending January 12, 2018
The outlook is based on BOFA 1,870 debt issues, which together represent c. $1.25 trln in principal amount (most of the issues are represented in HYG ). US High Yield Index was down this week, by 11.5 bps. Most of the decline came from Communications this week, which fell by 48 bps and cont…
Apollo Global Management: Tax Reform Is A Potential Catalyst
Apollo Global Management, LLC ( APO ) is a US-based alternative asset manager, which was founded by Leon Black, Joshua Harris, and Marc Rowan in 1990. Its primary business segments consist of Private Equity, Credit, and Real Assets. The company describes its investment philosophy as follows: …
FX And Fixed Income > Equities
Equities continued to roar higher last week, but they played second fiddle to FX and bond markets in of terms signal over noise. In currencies, King Dollar is under attack from all sides. I am no chartist, but its looking grim for the dollar. EURUSD is about to complete a break-out fro…
Solving For 2018
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Bill Gross: Bonds, Men, It's About Time
Women have gotten the short stick or metaphorically the short rib ever since Eve, and I'm with Oprah for president and much, much more but hey, guys have got a few positive qualities that need to be mentioned. I mean when basketball players miss a free throw these days, they still get "low fiv…
New Deutsche junk-bond ETFs let investors choose area to bet on
One of the trio w ill hold bonds at the more speculative end of the high-yield spectrum, and another will be the higher-quality end. A third one will buy short-term junk paper. More news on: Deutsche X-trackers USD High Yield Corporate Bond ETF, iShares iBoxx $ High Yield Corporate Bond E…
Global Bond Markets To Enter New Phase In 2018
By Douglas J. Peebles 2017 was supposed to be the year that would put an end to modest growth, lukewarm inflation and anemic bond yields. It didn't live up to the hype. But pressures are building, and that means volatility ahead - as well as opportunity. Global growth and US growth were …
Don't Believe In The Boogeyman: The 'Noneconomic' Bond Buyer Doesn't Exist
The idea that some big institutional bond investors aren't market-efficient is simply not true. Martin explains. Old-school bond market players love to talk about a boogeyman they call the "noneconomic" buyer. These buyers are large investors - central banks, insurance companies, commercia…
What Inning Is The Credit Cycle In?
By Gene Tannuzzo, CFA Its not enough to say that were early or late in the credit cycle different sectors are in different stages. You can think of the credit cycle as innings of a baseball game. And the more we understand what inning each sector is in, the great…
Of Fallen Angels And Ridiculous Rallies
I love it when a plan comes together. It was just Sunday when I penned a new piece for this platform on high yield. In that post, I reminded readers about the two most important questions for junk bond investors in the new year. They are: if we are, as many people believe, late cycle i…
Karen Schenone Positions For 2018: Not Enough Investors Are Thinking About Bonds As A Hedge To Equity Market Risk
Karen Schenone is a Fixed Income Product Strategist within BlackRock's Global Fixed Income Group focusing on iShares fixed income ETFs. She concentrates on supporting iShares clients, generating content on fixed income markets and ETFs, developing new fixed income iShares ETF strategies, and …
Apollo Tactical Income Fund Inc. (AIF)
Apollo Tactical Income Fund Inc. (AIF)