Despite low yields and slower earnings growth, investors can find opportunities.
International sovereigns could offer opportunity for fixed income investors.
What to watch in the year ahead.
As U.S. yields have risen, active management has been key. (Editor’s note: This podcast was taped prior to the latest U.S. Federal Reserve announcement. See the story for additional information and comments.) (Runtime: 2 min, 40 sec; size: 2.20 MB)
Tight U.S. credit spreads are beginning to widen as risk gets priced in.
Rising rates are less important to corporate bonds than potential tax reforms.
Consider intermediate-level bonds to increase yield.
This manager is cautious about two sectors.