‘High yield often outperforms in improving economic environments, and carry contributes to returns even with range-bound spreads.’ Link:Security Selection within HY

Stratton Street: Amazon & Bloomberg’s Pret Index

‘Changing fiscal policies and COVID-related work environments may result in the increased elasticity of state and local taxes. Longer-term, this could have material impacts on underlying creditworthiness.’ Link: https://www.incomeresearch.com/voting-with-your-feet-possibly-more-true-today/

Clarity Ai’s ‘Controversies; module can help you further enhance your ESG analysis. Clarity Ai uses big data and machine learning to create sustainability and impact analysis for companies, funds, local governments- across almost 200 countries, in line with SFDR, EU taxonomy, TCFD and Mifid II regulations Learn more at: clarity.ai/product

Rockefeller Asset Management’s 2020 Sustainable Investing Annual Report is out. Snippet from the report, based on Morningstar research: “…in 2020, three out of four sustainable equity funds outperformed their Morningstar category average, and 25 of 26 ESG equity index funds beat their traditional benchmark counterparts.” Link: 2020 Sustainable Investing Annual Report – RAM

Link: https://www.incomeresearch.com/jigsaw-puzzles-legos-and-bond-portfolios/

Clarity AI partners with BNP Paribas & its platform Manaos to promote sustainable investing: Link: Clarity AI Partnership BNP Paribas

‘Citywire AA-rated Ajay Tyagi says his team’s stock selection is driven by buying high quality businesses that have a sustainable growth runway in front of them.’ Link: PM Ajay Tyagi interview with Citywire        

From Runway Growth Capital: ‘Venture debt is on the rise. The asset class is on pace for rapid growth as startups seek to stay private longer and VC firms see record levels of activity.’ Link: https://www.bloomberg.com/news/articles/2021-03-19/meet-venture-capital-s-baby-cousin-venture-debt-quicktake