◀ The Principal Blog

Posts tagged ‘bonds’

High Yield – Don’t Believe the Hype



Some in the investing public have tried to explain the recent sell-off in high yield with charts similar to those below. What they’re trying to portray is that the recent growth in fixed income mutual fund assets has exploded and could potentially overwhelm the dealers’ balance sheets and thus…

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Clearing up Confusion on Unconstrained Bond Strategies (Video)



Over the last two weeks we’ve seen articles published in FundFire and Citywire questioning the value and effectiveness of unconstrained fixed income. Here are my thoughts on how to think about these strategies – what’s the advantage, why they have underperformed investor expectations, and…

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