Why High Yield Could Outpace Stocks in the Coming Years
Yes, High Yield bonds often move in sync with equities. But history says that if stocks were to stumble soon, like they did in 2000, it could lead to a period of High-Yield outperformance.
Insights / Media
2020 Outlook Podcast
As 2019 comes to an end, Bruce Monrad shares his thoughts on what’s in store for the markets, economy, and high yield in the coming year. You can listen to his take here:
Bloomberg Baystate Business – November 1st, 2019
Northeast Investors Trust Chairman Bruce Monrad discusses jobs, consumer spending, and the economy with Bloomberg Baystate Business hosts Tom Moroney, Kim Carrigan and Anne Mostue on Friday.
https://www.bloomberg.com/news/audio/2019-11-01/baystate-business-warren-apple-and-politics-radio
Interview starts at (22:19)
The Third Time’s A Charm
The Fed cut rates for the third time since July. Chairman and Portfolio Manager Bruce Monrad told The Boston Globe what the Fed’s latest move could mean for the #bond market.
https://www.bostonglobe.com/business/2019/10/30/the-mass-economy-shrinks-nation-expands-and-fed-cuts-rates/wlbiriTDXXRiCTUgcgHtiL/story.html
(subsription required)
Will the U.S. go to negative rates?
Bruce Monrad discusses interest rates and the global phenomenon of negative-yielding bonds.
To listen to the podcast, click below.
(Run Time – 7:24)
Bruce Monrad – 30th Anniversary Podcast
Congratulations to Chairman Bruce Monrad, celebrating his 30th anniversary managing Northeast Investors Trust!
The Fed’s “Hawkish Rate Cut”
Chairman and Trustee Bruce Monrad explains the thinking behind the Fed’s “hawkish rate cut” on Bloomberg’s Baystate Business (click here).
A Fed Divided?
Ahead of the FOMC’s July meeting, Chairman and Trustee Bruce Monrad shared his insights on the Fed with @The Bond Buyer.
For the full article click below:
https://www.bondbuyer.com/news/just-like-fed-experts-divided-on-the-need-for-a-rate-cut
Something More With Chris Boyd
Northeast Investors Trust Chairman Bruce Monrad explains why it will be hard for the Fed not to cut rates at its July 31 meeting.
Listen to what he told Chris Boyd on WXTK radio.
What’s on the Horizon?
After the Fed held rates steady, Northeast Investors Trust Chairman Bruce Monrad explains what key events he’s watching for on the horizon, including the G20 summit and July’s Fed meeting.
