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Thoughts from the Digital Fixed-Income Evolution
by Andrew Chin, Jeff Skoglund of AllianceBernstein, 10/29/23

The data science wave is here, and bond managers must adapt traditional investment processes to harness new technologies and amplify human talent.

Crowded Trades, Liquidity Problems and Tech Solutions
by Gershon Distenfeld, Douglas Peebles, Scott DiMaggio, Jeff Skoglund, James Switzer of AllianceBernstein, 10/24/18

Crowded trades have become all too common in fixed-income markets. But running with the crowd is risky, particularly when it comes to illiquid assets like bank loans that may not be easy to sell during a market downturn.

Bond Managers Power Up for the Digital Future
by Gershon Distenfeld, Scott DiMaggio, Jeff Skoglund, James Switzer of AllianceBernstein, 10/18/18

The digital revolution took its time getting to fixed income, but today it’s transforming the investing landscape. Already, major advances in technology are helping early adopters gain unique insights and act faster in markets where speed and alpha are increasingly and inextricably linked.

Seven Ways Fixed-Income Investors Will Benefit from the Digital Revolution
by Gershon Distenfeld, Scott DiMaggio, Jeff Skoglund, James Switzer of AllianceBernstein, 9/20/18

At long last, fixed-income investing is entering the digital age—and investors should pay close attention to what their asset managers are doing to keep up. From better pricing to better solution design, the digital revolution that’s transforming the fixed-income management landscape can lead to a host of benefits.

Could US Tax Reform Prolong the US Credit Cycle?
by Jeff Skoglund, Douglas Peebles of AllianceBernstein, 12/21/17

At 10 years and counting, the US credit cycle appears to be nearing an end. Could a sweeping rewrite of the tax code keep it alive a little longer? Maybe.

Actively Manage Your Activist Credit Risk
by Jeff Skoglund, Susan Hutman of AllianceBernstein, 5/27/15
Bondholders fret about leveraged buyouts (LBOs) late in the credit cycle. But this time around, with new federal lending rules slowing LBO activity, shareholder activism is stealing the spotlight—and the cash flows. The threat to bond portfolios is just as serious.

That’s So Overrated: How Credit Ratings Do Damage
by Jeff Skoglund of AllianceBernstein, 4/1/15
Credit rating agencies are a capital-markets fixture; the ratings they assign to the debt of corporations and governments are widely used by investors as a standard measure of credit risk. But agency credit ratings aren’t perfect—and shouldn’t be a substitute for investors doing their own analysis.

New US Bank Rules a Boon for Bond Investors
by Jeff Skoglund, Shrut Vakil of AllianceBernstein, 8/25/14
US banks have come a long way since the financial crisis, and thats good news for fixed-income investors. We think better fundamentals and stricter regulations are creating a good formula for banks preferred securities.

We Expect High-Yield Defaults to Remain Low
by Jeff Skoglund of AllianceBernstein, 2/25/13
High-yield bond defaults are historically low today, even for troubled companies. Despite the worries we hear in some corners about looming high-yield defaults, we think default rates will stay low for at least the next few years. In the wake of the 2008 financial meltdown, US companies did the responsible thing and got leaner, reducing head count and overhead costs aggressively. When the recovery gained traction, they held the line on expensesand profit margins are at historic highs today.
9 results found.