Axel Christensen’s Post

2023 was a rollercoaster for investors with impressive stock performance amid challenges like interest rate volatility and banking sector turmoil. Dive into our latest blog post for an insightful look at LPL Research's wins, losses, and lessons learned. Start your year informed! Read more: https://lnkd.in/gnQFYTvc #householdergroup #weeklymarketcommentary #Latestblogpost #financialnews

Well it seems the adjustment in the market is far from near but the article attached provides another explanation for why this could be a reality sooner than we think.. I’m seeing more and more distressed or workout opportunities so maybe some truth to the article. … #creditinsurance #assetbasedlending #Ariglobal#callwojo https://lnkd.in/guSbaQ8c

Partner Content: Interest rates and inflation have dominated investor conversations over the past few years. We are now into a phase where we can say with a relatively high degree of confidence that we're past the peak in rates, and the next move is down. So how can investors play the next big move? Read the report to learn how to capitalize on emerging opportunities in corporate bonds. https://incm.pub/4aECXTA Fidelity International UK Wholesale | #shortdatedbonds | #fixedincome

As Fixed Income Portfolio Manager Michael Barry tells Paul Skinner, it's a been a positive year for the US high-yield credit market. What could the future hold? One major trend Mike observes within the high-yield market as a whole is a significant improvement in credit quality, which should translate to lower default risk. But what's the outlook for high yield looking ahead and are there any risks investors should keep in mind? Watch the midweek market review now: https://lnkd.in/e5_3zzYp

2023 was a rollercoaster for investors with impressive stock performance amid challenges like interest rate volatility and banking sector turmoil. Dive into our latest blog post for an insightful look at LPL Research's wins, losses, and lessons learned. Start your year informed! Read more: https://lnkd.in/gSZhKK6P #householdergroup #weeklymarketcommentary #Latestblogpost #financialnews

The Final Countdown... Coming into this month, a month riddled with scores upon scores of earnings reporting and the blackouts that go along with them, the Street was looking for ex-SSA borrowers, on average, to raise $100bln in the high grade primary market, with the guesses ranging from a low of $85bln, to a high of $125bln. Not only were earnings blackouts expected to keep a lid on borrowing, broader market volatility, brought about by geopolitical events, inflationary economic data, and uncertainty surrounding the direction of the Feds monetary policy (rate cuts), were also seen as deterrents to corporate bond issuance. Read the full report by Ken Jaques here: https://lnkd.in/gbfzr8Qn #IGM #geopolitics #inflation #bondmarket #bondissuance

As demand from banks and other real money investors returns—and money market demand wanes—agency mortgage-backed securities are poised to benefit. Voya’s Jeff Dutra, CFA, Justin McWhorter, CFA, CPA, and Greg Goodson, CFA, CFP®, explain why investors who are searching for diversified sources of value may want to consider a fund that invests in this sector in Opportunity Knocks in Agency Mortgage-Backed Securities. Read more here: https://lnkd.in/eFdnnJ9s

Fixed income markets are moved by news too. To harness this momentum, our 𝐂𝐫𝐞𝐝𝐢𝐭 𝐍𝐞𝐰𝐬 𝐬𝐢𝐠𝐧𝐚𝐥𝐬 𝐥𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐧𝐞𝐰𝐬 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐨𝐯𝐞𝐫 120 𝐜𝐫𝐞𝐝𝐢𝐭-𝐫𝐞𝐥𝐚𝐭𝐞𝐝 𝐞𝐯𝐞𝐧𝐭𝐬, including analyst ratings, credit rating changes, and price movements. Backtested across credit universes like US investment-grade and high-yield, with holding periods ranging from daily to monthly, the framework. captured alpha from multiple, complementary sources. Learn more in our executive brief: https://lnkd.in/dDSvwjnS

As demand from banks and other real money investors returns—and money market demand wanes—agency mortgage-backed securities are poised to benefit. Voya's Jeff Dutra, CFA, Justin McWhorter, CFA, CPA, and Greg Goodson, CFA, explain why investors who are searching for diversified sources of value may want to consider a fund that invests in this sector in Opportunity Knocks in Agency Mortgage-Backed Securities. Read more here: https://lnkd.in/dZW5yiKx