August 19, 2021 -
Do bonds still offer a margin of safety? John McClain discusses the impact that rising geopolitical concerns and the Delta variant are having on corporate bond investors in this MarketWatch story.
August 20, 2021 -
John McClain explains to the Wall Street Journal that investors can find opportunities for excess returns in debut high yield bond issues.
August 27, 2021 -
In this Yahoo! Finance interview, John McClain discusses wage growth, the outlook for monetary and fiscal stimulus, and why markets may be a little choppy in the latter part of the year.
August 28, 2021 -
A dovish European Central Bank has helped boost the euro as a preferred funding currency, according to Jack McIntyre in this Bloomberg article.
September 21, 2021 -
Jack McIntyre sees China’s Evergrande crisis as more of a potential market contagion than an economic one. However, as he explains in this CNBC interview, the selloff is a reminder that valuations are lofty.
September 23, 2021 -
John McClain told MarketWatch U.S. corporate bonds are not necessarily insulated from any spillover effects, but the equity selloff would likely first need to be steeper and more prolonged.
October 4, 2021 -
Will Evergrande knock-on effects impact the Chinese and global economies? Tracy Chen discusses potential fallout and shares where she is currently finding opportunities.
October 13, 2021 -
Jack McIntyre speaks to the Financial Times about current Treasury bond yields and inflation, saying “inflation is getting more broad based.”
October 14, 2021 -
Large U.S. banks beat analyst estimates after releasing billions earmarked for pandemic loan losses that did not materialize. Patrick Kaser explains to Reuters what’s driving the strong earnings.
October 26, 2021 -
As investors await the next Federal Reserve meeting, Jack McIntyre discusses what the flatter Treasury yield curve could be signaling regarding inflation and rate hikes in this MarketWatch story.
