A rising tide for fixed income?

Opportunities in high yield, MLPs, retail and the (still unloved) energy sector

Time to read: 3 min

In my recent blog on the impact of tax reform, I explained why I believe the new tax law should be extremely supportive of the US investment grade (IG) bond market, including provisions that could lead to reduced supply. Looking beyond IG, the news appears to look good for other fixed income sectors as well.

Opportunities in MLP hybrids

Master limited partnerships (MLPs) are, simply put, partnerships that are publicly traded on a national stock exchange. Most of them operate in the energy sector. After an extended period of

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Tax reform: A year-end bonus for fixed income?

How the new tax legislation will impact the US investment grade market

Time to read: 3 min

Despite the near non-stop drama of the legislative process, we ended December with the Tax Cut and Jobs Act of 2017 being signed into law. What does this mean for fixed income investors? In my opinion, the news is overwhelmingly positive for the US investment grade market; here are four reasons why.

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