More of our insights
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.
Opportunities in event-driven credit
As spreads approach all-time tight levels, we still see potential opportunity for returns in event-driven credit strategies.
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.
Credit market commentary: July 2021
Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.