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Credit Strategy

+10 pts



The recent underperformance of agency MBS vs IG bonds is driven by investors concerns regarding reduced support from the Fed. The GS credit team thinks...

By marschenntdeb729bd97b0413b on June 28, 2022, 7:13 p.m.
Tagged topics: bonds

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Credit Strategy

+35 pts



Why we continue to see better relative value in agency MBS vs. IG

By ethonomics on June 28, 2022, 4:41 p.m.
Tagged topics: bonds

Views: 20, Votes: 3, Responses: 1, Attachments: 1
SPY

+35 pts



DB - Fastest Cut In Equity Positioning Since The Pandemic Began | Investor Positioning and Flows

By JH on Dec. 6, 2021, 12:34 p.m.
Tagged topics: equities , commodities , Deutsche Bank , options , russell2000 , equity strategy , bonds , cross-asset allocation

Views: 56, Votes: 3, Responses: 0, Attachments: 1
US Macro

+38 pts



Morgan Stanley recommends reallocating funds from US stocks and high yields to quality fixed income

By josiebe on Oct. 25, 2021, 12:24 p.m.
Tagged topics: capital allocation , investment grade , portfolio strategy , bonds

Views: 180, Votes: 5, Responses: 0, Attachments: 2
Commodities , Global Macro

+6 pts



Really useful piece on how they see value to outperform in Europe and the impact this could have on inflation and how brings to the...

By javiersb7 on Oct. 25, 2021, 4 a.m.
Tagged topics: equities , inflation fears , stagflation , portfolio strategy , bonds

Views: 1, Votes: 2, Responses: 0, Attachments: 0
Commodities , Global Macro

+2 pts



It's good to see some commentary on commodity-related investments, not just equities...

By 12MeterYacht on Oct. 22, 2021, 7:13 p.m.
Tagged topics: equities , inflation fears , stagflation , portfolio strategy , bonds

Views: 2, Votes: 2, Responses: 0, Attachments: 0
Global Macro , Commodities

+52 pts



Goldman recommends owning #equities and #commodities over #bonds with growing concerns of #stagflation

By ethonomics on Oct. 22, 2021, 1:05 p.m.
Tagged topics: equities , inflation fears , stagflation , portfolio strategy , bonds

Views: 204, Votes: 7, Responses: 2, Attachments: 2