JoAnne Bianco
Senior Investment Strategist, BondBloxx
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 19
$14.81
+1.0%
The high yield market is attractive due to strong fundamentals, a resilient economy, impressive earnings, and stable guidance. The market has the highest credit quality in its history with over 56% rated doubleB, and management teams have focused on refinancing rather than leveraging. Funds like HYSA, XBB, and XB provide targeted exposure.
Macro
Long
May 19
$49.86
-0.2%
The private credit CLO fund PCMM provides attractive income in the 7% range with low volatility. Its floating rate nature and single A average quality make it a top pick for income in a higher-rate environment.
Fintech
Long
May 19
$40.62
+0.8%
The high yield market is attractive due to strong fundamentals, a resilient economy, impressive earnings, and stable guidance. The market has the highest credit quality in its history with over 56% rated doubleB, and management teams have focused on refinancing rather than leveraging. Funds like HYSA, XBB, and XB provide targeted exposure.
Macro
Long
May 19
$44.34
+0.9%
Short duration emerging markets debt offers better carry, yield, and total return potential. The fund XEMD has been the best performer last year and year to date, benefiting from a resilient US economy that supports EM fixed income.
Macro
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