Staring Down Doom Martin Fridson has earned a reputation as a hard-core pessimist for the gloomy outlook of the many books and articles he’s written since resigning as chief high-yield-bond strategist at Merrill Lynch in November 2002. By Michael Shari June 12, 2008
This content is from: Portfolio Low Default Rate on High-Yield Is Deceiving, Says Martin Fridson The veteran credit analyst sees parallels between today’s market and that of the early 1980s, when he first made a name for himself in high-yield-debt research. By Dan Weil July 22, 2014
This content is from: Portfolio REITs and MLPs Offer Value in the Face of an Interest Rate Hike Real estate investment trusts and master limited partnerships are yield plays that should fare well if rates rise gradually. By Dan Weil August 04, 2015
This content is from: Portfolio This May Not Be the Time to Junk High-Yield Bonds Slow but steady economic growth and easy monetary policy by the Fed mean it’s not time to turn away from junk bonds quite yet. By Dan Weil October 28, 2015
This content is from: Portfolio Gold Loses Its Luster as an Asset Class The yellow metal has been attracting investors hunting for a bargain, but not those looking for yield. By Dan Weil August 27, 2015
This content is from: Portfolio Ultra-Long Bonds Mean Different Things for Investors and Issuers Ultra-long corporate bonds provide a sense of stability to the issuing corporations. But investors may wish to employ extra scrutiny. By Dan Weil October 16, 2014