Q1 2021: Positioned for strength
More of our insights
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
Does duration matter?
We outline why core fixed income indexes are now much more interest-rate sensitive than ever before and offer mitigation options for investors concerned with heightened interest rate sensitivity.
Q4 2020: Staying active
While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings
Q3 2020: Mixed signals
Despite multiple “worst-ever” indicators, U.S. equity and corporate credit markets rallied back to near pre-pandemic levels in Q2. With markets trending one way and economic data another, we’re left with mixed signals.
A CLO-ser look at structured products
The what, how and why of an asset class that we believe presents more opportunity than many think.
The Fed and fallen angels: Steer clear, or follow suit?
We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.