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    • Weitz Fixed Income Insights: The Calm Before...

      Weitz Fixed Income Insights: The Calm Before...

      GuruFocus.com via Yahoo Singapore Finance· 20 hours ago

      But when viewed from today's base rates and across time, the extra return for assuming credit risk is placed in its proper perspective. The graph below,...

    • GMO's Valuation Metrics in Emerging Debt: 2Q24

      GMO's Valuation Metrics in Emerging Debt: 2Q24

      GuruFocus.com via Yahoo Singapore Finance· 21 hours ago

      Historically, an excess spread in this quintile has been associated with a subsequent 2 year annualized credit return of 0.6% (above the risk-free rate)....