The Market in Pictures, July 22

by | Jul 22, 2022 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Joseph: Current fundamentals looking nothing like those of historic bear market bottoms   Source: Strategas as of 07.15.2022   JD: Investors...

High Yield : Where Does It Go from Here?

by | Feb 10, 2022 | Blog, Bonds

From a risk-premia perspective, equities and high yield both provide exposure to corporate earnings, albeit in a different manner. While equity is a purer exposure to corporate profits, high yield provides exposure to default risk. Source: Cornerstone Macro. As of...