Insights

Credit

Q1 2021: Positioned for strength

The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.
Showing 1–6 insights out of 16 results
Research report

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.

Research report

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.

duration
Corporate credit outlook

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

Corporate credit outlook

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.

Research report

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.

Research report

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.

Showing 1–6 insights out of 16 results

Search our site