Opportunities in event-driven credit
More of our insights
The inflation debate grows murkier still
Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.
Credit market commentary: August 2021
The duration-sensitive Barclays Agg was negative in August as long-term interest rates rose slightly.
Who you gonna call? (Credit) Myth-busters.
Kara O’Halloran, Director, Investment Research, and Robert Hoffman, Managing Director, Investment Research, share their points of view on the current credit markets.
Focus on inflation likely to remain following July data
Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.
Inflation vs interest rates: the great debate
Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).
The Agg races back. Yet core fixed income remains challenged.
Rates decline and the Agg returns to almost breakeven. This week’s chart looks at why core fixed income remains challenged despite the recent rally.