Monthly Archives: November 2016
The Election Impact on High Yield: Rates and Regulation, Interest Rates and the Economic Outlook
Now that Donald Trump has surprised virtually everyone with his Presidential victory, what does that mean for the high yield market? For us, it looks like the most relevant impacts are interest rates, taxes, and regulations. First, let’s look at …
The Election Impact on the High Yield Market: Rates and Regulation
Now that Donald Trump has surprised virtually everyone with his Presidential victory, what does that mean for the high yield market? For us, it looks like the most relevant impacts are interest rates, taxes, and regulations. We are already starting …
The Technical Piece of Active Management
Over the years we have spent a great deal of time discussing fundamental analysis and how important we believe it is in high yield investing. Fundamental analysis—digging into a company, understanding what they do, and evaluating the future outlook for …