Insights

After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.

Our experts dive in to the latest in commercial real estate, corporate credit and macroeconomic trends.

This week’s chart looks at high yield bonds’ limited duration profile compared to investment grade bonds.

Credit markets were mixed in September as investors increasingly accepted that rates may remain elevated for an extended period.

Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.

A new strategy note from Chief Market Strategist Troy Gayeski