More of our insights
Credit market commentary: May 2022
This year’s credit market dynamics reversed course sharply in May. Senior secured loans declined as long-term interest rates and rates volatility fell last month.
Stock and bond volatility jump together
Volatility has escalated this year across stock and bond markets. This week’s chart looks at daily changes in the S&P 500 and the Agg.
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.
