Insights

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Podcast

Q3 2022 Corporate credit outlook: Quality time

Join Head of Investment Research Rob Hoffman as he outlines his thoughts on areas of opportunity in credit markets for second half of 2022.

Chart of the week

As investors seek quality, broadly syndicated loans wilt

As investors seek higher quality investments, this week’s chart looks at the loan market’s gradual move down in quality.

Chart of the week

Unrelenting inflation has exaggerated rate volatility

This week’s chart looks at daily yield changes on 2-year and 10-year Treasury yields as rate volatility in 2022 has dwarfed that of last year.

Corporate credit outlook

Q3 2022 Corporate credit outlook: Quality time

Despite the pain felt by higher quality portfolios in the first half of 2022, we believe quality in credit markets will matter again in the back half of the year.

Credit market commentary

Credit market commentary: June 2022

Volatility roared back in June. High yield bonds lost -6.8%, their worst month of 2022, while loans were down -2.16%. This marked the first back-to-back monthly declines of greater than 2% for loans since 2008.

Chart of the week

The Agg completes its worst-ever start to a year

Halfway through 2022, this week’s chart revisits the Agg’s monthly returns as expected rate volatility spikes.

Showing 19–24 insights out of 176 results

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