More of our insights
Q2 2021: Right on track
It’s been one year since markets bottomed. With the end of the pandemic hopefully in sight, fundamentals improving and economic forecasts robust, we think the backdrop for credit remains supportive.
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
Credit market commentary: February 2021
Bonds were tested by a sharp interest rate spike and declined slightly alongside equities over the last two weeks of February but remained positive on the month, returning 0.35%. Loan prices remained firm, as the asset class outperformed bonds, returning 0.59%.
