High Grade

High Grade Review and Outlook: 1st Quarter 2016

April 27, 2016

This commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: Although 2016 opened to a confluence of market concerns over slumping energy prices, defaulting energy loans, and decelerating Chinese growth, we […]

Read the article

High Grade Review and Outlook: 4th Quarter 2015

January 15, 2016

The commentary reviews the previous quarter and discusses our outlook and investment approach for the coming year for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: US interest rates were caught in a tug of war between positive domestic news, and a deteriorating global environment. Higher US […]

Read the article

Bulletin: High Grade Corporate Event Risk

November 20, 2015

In this piece, Corporate Credit Research Vice President Miriam Legrand reviews how Samson navigates growing event risk in the corporate sector. Bulletin Summary: Event risk, largely influenced by shareholder activists, has been growing in the corporate sector. Shareholder activism, primarily in the form of share buy-back activity, corporate restructuring and mergers and acquisitions, has recently […]

Read the article

High Grade Review and Outlook: 3rd Quarter 2015

October 23, 2015

The commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: US interest rates and inflation fell for the quarter, led by decelerating US economic indicators, the appreciation of the US dollar, […]

Read the article

High Grade Review and Outlook 2nd Quarter 2015

July 16, 2015

The commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: Bond yields moved higher in the quarter as global growth improved and markets continue to anticipate an increase in the fed […]

Read the article

Financial Sector Outlook

July 14, 2015

In this piece, Credit Research Associate Miriam Legrand reviews why Samson is positive on the corporate bond financial sector. Bulletin Summary: Samson is fundamentally positive on financials due to the continued improvement of the sector since the credit crisis. There has been an increase in regulation since the financial crisis, and although regulation can limit […]

Read the article

High Grade Review and Outlook 1st Quarter 2015

April 22, 2015

The commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: US interest rates continued to fall in the 1st Quarter, influenced by negative European rates as the ECB began its bond […]

Read the article

High Grade Review and Outlook 4th Quarter 2014

February 19, 2015

The commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: Corporate spread widening has created opportunities. Balance sheets remain strong and spread widening has spilled over from the high yield sector […]

Read the article

Corporate Bulletin – December 2014

December 19, 2014

As we head towards year-end the recent sharp decline in the price of oil, a surge in corporate issuance, and a decline in overall market liquidity have all contributed to wider spreads for investment grade corporate bonds and high yield. For your interest, we have written our Samson Corporate Strategy Bulletin which discusses the current […]

Read the article

High Grade Review and Outlook 3rd Quarter 2014

October 24, 2014

The commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: Our view is that a Federal Funds rate increase is unlikely until the Fed meets their inflation target of over 2%. […]

Read the article