More of our insights
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.
Quantifying COVID-19: Impact on credit markets
In this note, we take a look at the current corporate credit market impact, the effects of recent Federal Reserve policy response and the best course of action we see for investors moving forward.
Q2 2020: Perspectives for uncertain times
COVID-19 impacts on corporate credit markets
COVID-19 impact on corporate credit markets
Recent market volatility points to heightened uncertainty surrounding the COVID-19 outbreak.
Q1 2020: Being selective in 2020
In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
A closer look at the current state of loan market trends.