Goldman Names Top Investment Targets for 2024’s 2nd Half, as Rates Dip
Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.
Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.
Factor in risk adjustments and fees, and this fast-growing asset class’s high returns get whittled down, an academic paper finds.
The solid economy and expected rate drops are powering the risky asset class higher, Ned Davis reports.
A report sees higher rates and a weakening economy pushing firms into bankruptcy or restructurings.
Private debt fundraising has stagnated in the first half of 2022 amid an economic backdrop of rising rates, and a slowdown of global growth.
Touted as a bulwark against recession, it could draw down quickly—and it is concentrated at a few big companies.
Despite small interest payments and not much price appreciation potential, many investors say it does deliver in this one area.
Bank lending to heavily indebted companies will blow up once the economy goes south, Brian Moynihan warns.