Beyond Bulls & Bears

Moving Up in Credit Quality for Better Durability
Fixed Income

Moving Up in Credit Quality for Better Durability

Some investment-grade bonds are riskier than their ratings imply, while high-yield bonds have seen some positive tailwinds. Meanwhile, a large number of bank loan agreements now favour borrowers over lenders. Franklin Templeton Fixed Income Group’s Glenn Voyles, Marc Kremer, Matt Fey, Brian French and Reema Agarwal take a look at these areas of credit landscape today.

Revisiting Corporate Credit amidst Market Volatility
Multi-Asset

Revisiting Corporate Credit amidst Market Volatility

“We are seeing firsthand how thriving corporate profitability has supported select corporate bonds at the fundamental level, seemingly in defiance of more aggressive US Federal Reserve policy and political and geopolitical challenges.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

A Selective Look at Corporate Credit
Multi-Asset

A Selective Look at Corporate Credit

“In line with a positive assessment of economic fundamentals, we view credit conditions as favourable. Interest rates remain low, corporate balance sheets generally remain strong and debt-service costs appear manageable. Markets still appear receptive to debt offerings.” – Ed Perks, Franklin Templeton Multi-Asset Solutions

Will the Fed Take a (Rate) Hike?
Fixed Income

Will the Fed Take a (Rate) Hike?

With major US market averages hovering near all-time highs and the US economy showing modest growth, I believe that the Fed has the ammunition it needs to pull the trigger and raise its short-term interest rate, possibly this year.