Insights

Members of the Investment Research team gather to discuss their predictions for Q2 2021.

Interest rate volatility continued to weigh on markets for much of the month.

Rates and inflation expectations moved higher this week. Our chart looks at why the Fed isn’t concerned, but markets could remain choppy, nonetheless.

Credit markets have largely recovered from the pandemic. How could continued optimism impact investors?

As Treasury yields jump, flexibility is key. This week’s chart looks at historical returns for credit when yields have risen quickly.

Why these structured credit investments deserve a second look, even in today’s tight spread environment