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Dr. Robert W. Johnson

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  1. High Yield Still Poised to Outperform

    We continue to expect that high-yield bonds will provide better returns than investment-grade as underlying rates tick up and moderate economic growth holds down defaults.

  2. Leading the Charge in the Credit Card Comeback

    Undervalued Capital One benefits from improving U.S. consumer and overall economy.

  3. Is Retail in Retreat?

    As retailers have fallen under pressure to start the year, we look at retail ETFs for investors who see a buying opportunity.

  4. From Fear of an Overheating U.S. Economy to Doom and Gloom in One Easy Week

    As the eyes of the world turn to the ECB, some are beginning to worry about the strength of the U.S. economy.

  5. Credit Market Outlook: Tailwind From Declining Interest Rates Has Likely Run Its Course

    The boost from declining rates may be over, but macroeconomic fundamentals in the U.S. should generally be supportive of credit risk.

  6. Credit Market Outlook: Bonds Priced for the Benign

    Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.

  7. Industrials Stocks: Automakers Look Undervalued

    We are concerned about a slow start to U.S. light-vehicle sales this year, but we expect improvement once the cold abates.

  8. Consumer Discretionary Stocks: The Winter of Discontent

    Lousy weather and weak holiday results make the sector a relative bargain.

  9. Our Outlook for the Credit Markets

    The corporate bond market will probably struggle to return much above break-even in 2014.

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