Insights

Credit

Q3 2022 Corporate credit outlook: Quality time

Despite the pain felt by higher quality portfolios in the first half of 2022, we believe quality in credit markets will matter again in the back half of the year.
Showing 1–6 insights out of 163 results
Chart of the week

Volatility escalates as yields march higher

As short-end rates march higher, this week’s chart looks at growing rate volatility from two perspectives: weekly yield changes and the MOVE Index.

Corporate credit outlook

Q4 Corporate credit outlook: At a crossroads

With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.

cars at a crossroads
Credit market commentary

Credit market commentary: August 2022

Credit markets were mixed last month. High yield built on its July rally in the first half of the month before surrendering those gains, ending August down -2.83%. Floating rate senior secured loans ended August up 1.54%.

Note

Decoding default risk: What are credit markets telling us?

While the economic environment is unclear, we believe we can glean valuable insights about credit markets from implied market default rates.

Chart of the week

Global fixed income plummets as policy tightens

As policymakers reset rate expectations, this week’s chart looks at falling performance across the U.S. and Global Agg Indexes.

Credit market commentary

Credit market commentary: July 2022

There was a remarkable rally last month as second quarter earnings results were better than feared and markets appear unconvinced that the Fed will be able to hike rates as aggressively going forward, especially given signs of a slowing economy.

Showing 1–6 insights out of 163 results

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