corporate bonds
also referred to as: corporate bond
4 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement Oct 21, 2019 by Ana Marshall · across every show →
Everything said about corporate bonds, oldest first
Oct 21, 2019 bearish
Mar 1, 2021 negative
Bisserier: Leveraged credit fails to provide true diversification against equities
“Risk parity in our mind is not just holding a bunch of line items at similar risk because a simple example is credit is if you hold credit in a leveraged fashion, you could make it have a similar risk level to equities, but it actually performs very similar to…”
May 31, 2021 bearish
Feb 26, 2024 bullish
Milken: Historical bond data showed credit risk premiums exceeded actual default risk
“What everyone said about credit was wrong, and there was a book by Bradford Hittman on long-term Corporate bond and investor experience, and the riskiest credits were perceived as the best, and the best credits were perceived as the worst. Whether you were the…”