Rising Defaults in High Yield and Private Credit: Why It May Not Matter—Yet
While defaults in high yield and private credit are rising, strong balance sheets, contained credit spreads, and elevated income suggest the broader market remains healthy.
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
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Rising Defaults in High Yield and Private Credit: Why It May Not Matter—Yet
While defaults in high yield and private credit are rising, strong balance sheets, contained credit spreads, and elevated income suggest the broader market remains healthy.
Investment-Grade Floating Rate Debt Is a Smart Fixed-Income Play Today
Investment-grade floating rate debt offers fixed-income investors attractive income with minimal duration risk, helping reduce portfolio volatility and stabilize returns in an uncertain interest-rate environment.
Investment-Grade Floating Rate Debt Is a Smart Fixed-Income Play Today
Investment-grade floating rate debt offers fixed-income investors attractive income with minimal duration risk, helping reduce portfolio volatility and stabilize returns in an uncertain interest-rate environment.
The Total Cost of Active ETF Ownership: Looking Beyond Fees and Spreads
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The Total Cost of Active ETF Ownership: Looking Beyond Fees and Spreads
The true cost of owning active ETFs goes far beyond expense ratios, as premiums, discounts, trading dynamics, and structural efficiency all play a critical role in determining real investor outcomes.
Clipping Coupons Again: Why Fixed-Income Investors Should Embrace Today’s High Yields
With bond yields still elevated across many sectors, fixed-income investors can generate strong, reliable returns simply by clipping coupons—without the need for risky interest-rate or macroeconomic bets.
Clipping Coupons Again: Why Fixed-Income Investors Should Embrace Today’s High Yields
With bond yields still elevated across many sectors, fixed-income investors can generate strong, reliable returns simply by clipping coupons—without the need for risky interest-rate or macroeconomic bets.
Active Management and Active ETFs Make Sense for Emerging Market Investing
Because emerging markets are inefficient, concentrated, and highly dispersed, active management—especially through active ETFs—gives investors a better way to manage risk, avoid index pitfalls, and capture long-term opportunity.
Active Management and Active ETFs Make Sense for Emerging Market Investing
Because emerging markets are inefficient, concentrated, and highly dispersed, active management—especially through active ETFs—gives investors a better way to manage risk, avoid index pitfalls, and capture long-term opportunity.
High-Yield Bonds Can Enhance Portfolio Returns
High-yield bonds can enhance portfolio returns by delivering attractive income, improving diversification and the efficient frontier, and providing a compelling risk-adjusted opportunity.
High-Yield Bonds Can Enhance Portfolio Returns
High-yield bonds can enhance portfolio returns by delivering attractive income, improving diversification and the efficient frontier, and providing a compelling risk-adjusted opportunity.
Emerging Market Debt: A Top Opportunity for 2026
As investors look ahead to 2026, the global fixed-income landscape is beginning to shift in meaningful ways.
Emerging Market Debt: A Top Opportunity for 2026
As investors look ahead to 2026, the global fixed-income landscape is beginning to shift in meaningful ways.
Active ETFs: How a New Era of Choice Is Transforming Portfolio Construction
Active ETFs have evolved from niche products into a full portfolio ecosystem, giving investors unprecedented choice to build flexible, transparent, and professionally managed portfolios across equities, fixed income, and outcome-oriented strategies
Active ETFs: How a New Era of Choice Is Transforming Portfolio Construction
Active ETFs have evolved from niche products into a full portfolio ecosystem, giving investors unprecedented choice to build flexible, transparent, and professionally managed portfolios across equities, fixed income, and outcome-oriented strategies
Why Multi-Sector Credit Is Replacing the Traditional Core Bond Allocation
Multi-sector credit offers investors a more flexible, income-focused alternative to traditional core bond portfolios, delivering higher and more consistent returns by actively allocating across markets.
Why Multi-Sector Credit Is Replacing the Traditional Core Bond Allocation
Multi-sector credit offers investors a more flexible, income-focused alternative to traditional core bond portfolios, delivering higher and more consistent returns by actively allocating across markets.
Goldman Sachs’ Innovator Deal Is a Major Bet on the Future of Buffer ETFs
Goldman Sachs’ acquisition of Innovator Capital signals a major strategic bet on buffer ETFs, cementing defined-outcome strategies as a core, long-term pillar of modern portfolio construction.
Goldman Sachs’ Innovator Deal Is a Major Bet on the Future of Buffer ETFs
Goldman Sachs’ acquisition of Innovator Capital signals a major strategic bet on buffer ETFs, cementing defined-outcome strategies as a core, long-term pillar of modern portfolio construction.
Short-Duration High-Yield Bonds Are A Smart Income Strategy In This Rate-Cutting Cycle
As rate cuts approach and cash yields begin to fall, short-duration high-yield bonds offer a smart middle ground by delivering higher locked-in income than cash with less interest-rate risk than longer-duration bonds.
Short-Duration High-Yield Bonds Are A Smart Income Strategy In This Rate-Cutting Cycle
As rate cuts approach and cash yields begin to fall, short-duration high-yield bonds offer a smart middle ground by delivering higher locked-in income than cash with less interest-rate risk than longer-duration bonds.
Active ETFs and the Evolution of High-Yield Bond Strategies
With compounding back in play, bonds are poised to shift from a defensive holding to a true growth engine in diversified portfolios.
Active ETFs and the Evolution of High-Yield Bond Strategies
With compounding back in play, bonds are poised to shift from a defensive holding to a true growth engine in diversified portfolios.
BlackRock Goes Global with Its Latest Active ETFs
BlackRock’s launch of BDYN and BDVL marks a turning point for active ETFs, signaling that global allocation strategies are increasingly moving into the ETF wrapper to deliver flexible, multi-asset active management with greater efficiency.
BlackRock Goes Global with Its Latest Active ETFs
BlackRock’s launch of BDYN and BDVL marks a turning point for active ETFs, signaling that global allocation strategies are increasingly moving into the ETF wrapper to deliver flexible, multi-asset active management with greater efficiency.
Long-Duration Bonds: Poised to Regain Their Role as a Core Diversifier
After years of volatility and rising rates, long-duration bonds now offer attractive yields and renewed potential to serve as powerful portfolio diversifiers and sources of capital appreciation.
Long-Duration Bonds: Poised to Regain Their Role as a Core Diversifier
After years of volatility and rising rates, long-duration bonds now offer attractive yields and renewed potential to serve as powerful portfolio diversifiers and sources of capital appreciation.
AAA-Rated CLOs: A High-Quality Opportunity in Today’s Market
With attractive yields, low default risk, and strong risk-adjusted return potential, AAA CLOs serve as a strategic solution for investors seeking dependable income in a world of volatility and uncertainty.
AAA-Rated CLOs: A High-Quality Opportunity in Today’s Market
With attractive yields, low default risk, and strong risk-adjusted return potential, AAA CLOs serve as a strategic solution for investors seeking dependable income in a world of volatility and uncertainty.
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