Collin Martin

Collin Martin, Director and Fixed Income Strategist at the Schwab Center for Financial Research, shares his insights on the evolving credit markets. He highlights the recent surge in leveraged loan issuance despite rising interest rates, discussing the risks and unique features of these loans. The conversation also covers the allure of Treasury Inflation-Protected Securities (TIPS) as a hedge against inflation. The experts emphasize the need for caution amid mixed signals from the Federal Reserve and economic indicators that could impact future market dynamics.

Collin Martin, Director and fixed income strategist at the Schwab Center for Financial Research, dives into the turbulent bond market landscape. He discusses the current trends in bond yields and their effects on equities, alongside the outlook for interest rates and corporate credit spreads. Martin also highlights the role of preferred securities and TIPS in today’s investing strategies. With a focus on navigating economic uncertainties, he offers insights into building resilient bond portfolios amidst market volatility.

Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, shares her bullish outlook on the equity market, including her ambitious S&P 500 target. Collin Martin, Fixed Income Strategist at Charles Schwab, analyzes how the bond market is reacting to the latest economic data. They dive into market sentiment, discussing potential catalysts for recovery, the impact of interest rates on small-cap vs. large-cap stocks, and the broader implications of governmental policies on investment strategies.

Collin Martin, Director and Fixed Income Strategist at the Schwab Center for Financial Research, discusses the paradox of a rallying credit market amidst high default risks. He warns of investor complacency and low interest coverage ratios among vulnerable borrowers. The conversation dives into private credit risks, floating-rate and preferred debt opportunities, and how trade wars impact consumer confidence. Martin emphasizes the need for cautious investment strategies in this complex landscape, where rising defaults could challenge the current calm.

In this insightful conversation, Kevin Gordon, Head of Macro Research at Charles Schwab, discusses the shifting dynamics of the U.S. economy and the rising concerns of a K-shaped recovery. He explores the implications of inflation trends, labor market challenges, and the impact of AI on capital expenditures. Collin Martin, a fixed income strategist, delves into corporate credit quality and recommends investment-grade bonds. Meanwhile, Cooper Howard highlights the resilience of municipal bonds, emphasizing their strong ratings and tax-equivalent advantages.