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Bloomberg Intelligence
Stocks, Markets, and the Bond Market
Oct 3, 2023
Portfolio strategist David Dietze shares stock picks, Megan Horneman discusses market investing, Josh Joseph talks about the cannabis industry's outlook, and Natalie Trevithick analyzes bond market moves amid inflation data and the recent jobs report.
31:28
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Quick takeaways
- Investment-grade bonds offer attractive yields, particularly in the utilities and consumer sectors.
- The Federal Reserve is likely to continue raising interest rates due to strong employment and consumer spending support.
Deep dives
Investment Opportunities in Credit Markets
The current yield of 6.15% in investment-grade bonds is attractive, and while spreads are still tight, there is value in going further out the curve for higher yields. Utilities and consumer sectors are particularly appealing, with attractive valuations and the potential for secured bonds. Going into the BBB space is also a consideration, as there is value to be found, and the high-yield market offers opportunities as well with low default expectations. The new issue market is experiencing dichotomy between investor demand for longer-maturity bonds and issuers preferring short-term debt at higher rates.
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