Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.

Reproduced with permission from AllianzGI

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.