Showing 13–18 insights out of 149 results
Chart of the week

The 60/40 starts 2022 in the red

This week’s chart looks at the monthly returns on the 60/40 portfolio, which declined in January and faces a murky outlook in 2022.

Chart of the week

Rate volatility returns in a big way, joining stocks

Short rates saw their largest jump in more than year. Our chart focuses on elevated rate volatility this year as equity markets also remain choppy.

Research report

The secular opportunity for CLOs

Chief Market Strategist Troy Gayeski tackles the topic of CLO mezzanine debt and its potential benefits in a yield-starved environment, both present day and for the long run.

Chart of the week

Investment grade bonds vulnerable as rates rise

As rising rates have wreaked havoc across markets this year, our chart focuses on the widening duration gap between IG and HY bonds.

Corporate credit outlook

Q1 2022 Corporate credit outlook

The solid backdrop for credit sets the scene for compelling returns. It will be a credit-picker’s market, and we look to high yield bonds and senior secured loans as areas of continued opportunity.

Credit market commentary

Credit market commentary: December 2021

Credit markets were positive in December. After two straight monthly declines, HY bonds posted their best month of the year, up 1.88%, while loans returned 0.64%.

Showing 13–18 insights out of 149 results

Search our site