More of our insights
Credit market commentary: September 2021
Despite some modest weakness in high yield during the second half of September, we believe credit remains on solid footing for the remainder of 2021.
Below investment-grade markets to shine as rates rise?
As rates have risen again, our chart looks at the limited duration profile on below investment grade markets.
Q4 2021 outlook: Still on solid footing
Credit markets have been remarkably steady this year and enter Q4 on solid footing. This tight spread environment presents challenges, but the largest risks we see lie outside credit markets.
Providing little income, Barclays Agg still underwater
Amid evolving Fed policies, our chart looks at the Barclays Agg’s declining returns over time.
The inflation debate grows murkier still
Treasury rates are increasingly divorced from inflation expectations. Our chart looks at the divide and what it means for fixed income investors.
Credit market commentary: August 2021
The duration-sensitive Barclays Agg was negative in August as long-term interest rates rose slightly.