More of our insights
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.
Credit market commentary: March 2023
Amid the emergence of significant regional and global bank stress, fixed income volatility spiked in March as the MOVE Index rose to levels last seen in 2008.
Q2 2023 Corporate credit outlook: Déjà vu?
Macro sentiment around the path of interest rates, preference for risk-taking and the general economic outlook has had a remarkably similar impact on corporate credit in 2023 as it did in 1H 2022.