More of our insights
Q3 2023 Corporate credit outlook: Can the good times roll?
Markets have displayed almost unwavering strength year to date (YTD). Fundamentals remain sound, but challenges await.
Credit attractive compared to expensive stocks?
Stocks remain expensive and credit markets may offer an attractive alternative. This week’s chart looks at diverging valuations over time.
Credit market commentary: May 2023
Despite solid economic data and better-than-feared corporate earnings credit turned in mildly negative returns in May.
Credit market commentary: April 2023
Following an extraordinarily volatile March, credit markets turned higher amid the more settled macro environment.
Credit performed well after previous Fed pauses
With the Fed potentially pausing after a May rate hike, this week’s chart looks at credit returns after historical pauses in Fed rate hiking cycles.
Research roundtable: Q2 2023 outlooks
In this episode of FireSide, the Investment Research team takes stock of Q1’s performance and offers their outlooks for Q2.
