More of our insights
Research Roundtable: Q2 2021 Market outlooks
Members of the Investment Research team gather to discuss their predictions for Q2 2021.
Credit market commentary: March 2021
Interest rate volatility continued to weigh on markets for much of the month.
Rising inflation expectations ripple across the markets
Rates and inflation expectations moved higher this week. Our chart looks at why the Fed isn’t concerned, but markets could remain choppy, nonetheless.
Quantifying COVID: Credit markets one year later
Credit markets have largely recovered from the pandemic. How could continued optimism impact investors?
Leveraged credit climbs amid rising rate environments
As Treasury yields jump, flexibility is key. This week’s chart looks at historical returns for credit when yields have risen quickly.
Resetting the opportunity in CLOs
Why these structured credit investments deserve a second look, even in today’s tight spread environment