Charted territory: Buy the bushel, but beware of bad apples
More of our insights
FireSide: Market Madness 2024
In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.
Awakening: The rise of private debt
Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.
FireSide: Q4 2023 Research roundtable—Can the growth continue?
Our experts dive in to the latest in commercial real estate, corporate credit and macroeconomic trends.
A focus on duration amid the nonstop rise in rates
This week’s chart looks at high yield bonds’ limited duration profile compared to investment grade bonds.
Credit market commentary: September 2023
Credit markets were mixed in September as investors increasingly accepted that rates may remain elevated for an extended period.
Q4 2023 Corporate credit outlook: Riding the wave
Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.