More of our insights
Credit market commentary: December 2020
Vaccine-fueled optimism drove credit markets steadily higher throughout December.
2020: The year the “40” broke?
A tale of two halves? Our chart looks at the Barclays Agg’s uneven 2020 and what it could mean for fixed income investors in 2021.
Inflation stirring after a decade of dormancy?
Long dormant, inflation expectations have begun to stir. Our chart looks at these expectations and why higher-duration assets may be vulnerable.
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
Price gains dwindle, leaving little for FI investors
Paltry income, little price appreciation leave fixed income investors in a bind. Our chart breaks down Agg returns, outlining potential trouble ahead.
Credit market commentary: November 2020
Credit rallied amid broad market strength in November on news of multiple potentially viable COVID-19 vaccines.