Q2 2022: A balancing act
More of our insights
Credit market commentary: April 2022
Markets continued to grapple with volatility in April, as rising interest rates and broader macroeconomic uncertainty sent most major asset classes sharply lower.
Treasury and equity volatility reach recent peaks
Markets have been choppy and there could be more to come. This week’s chart looks at recent rises in expected equity and Treasury volatility.
Real yields rise to usher in new market dynamics?
After two years in negative territory, real yields are back to zero. Our chart looks at real yields impact on growth and value stocks.
Research recap: Q2 2022 Corporate credit outlook
The team reviews their top five ideas for credit markets in 2022, and how they’ve played out as we kick off Q2.
Already vulnerable, the 60/40 appears deeply challenged
The 60/40 had its worst quarter since the pandemic started. Our chart looks at quarterly returns and why the coming quarters could remain volatile.
Credit market commentary: March 2022
Sharply higher interest rates, geopolitical tensions, a volatile commodities complex, inflation, and the ultimate course of the Fed’s tightening cycle have caused volatility for much of the quarter as markets have been forced to quickly recalibrate expectations given these rapidly evolving situations.