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Investment Grade

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
Wait For May Employment Data

Our Portfolio Allocation Summary for June 2025.

US Bond Strategy by Ryan Swift
Don’t Chase Narrower BTP-Bund Spreads
The European bond market is pricing in a more optimistic outlook. The BTP-Bund spreads have narrowed 30bps since April 9 and are now within reach of their pre-Ukraine war level. BCA’s European strategists do not share this optimism, at least not in the…
Daily Insights by Jeremie Peloso
Junk Bonds Cheapen Up

Our Portfolio Allocation Summary for May 2025.

US Bond Strategy by Ryan Swift
Q1 Data Update And A Quick Look At Corporate Bond Valuation

This year’s corporate bond sell off has hit high-yield more than investment grade, and high-yield spreads have turned relatively more attractive as a result.

US Bond Strategy by Ryan Swift
Tracking The “Sell America” Trade

US Treasuries typically outperform both equities and global government bonds during downturns. Recent political shifts could lessen that outperformance this cycle, but we doubt it will disappear completely.

US Bond Strategy by Ryan Swift
One More Thing To Worry About

Our Portfolio Allocation Summary for April 2025.

US Bond Strategy by Ryan Swift

Related Topics

Corporate Bonds Gov Agencies Gov Local Authorities Gov Sovereigns/Treasurys Inflation Protected Munis/S&L tax exempt Securitized Products Yield Curve See more Topics