More of our insights
Q4 2023 Corporate credit outlook: Riding the wave
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.
Dare to dream part II—The time for private credit is now!
A new strategy note from Chief Market Strategist Troy Gayeski
Credit market commentary: August 2023
Credit markets saw another month of positive returns in August as high yield bonds returned 0.29% while senior secured loans returned 1.17%.
Credit offers elevated yields, attractive valuations
High yield bonds and senior secured loans may offer attractive yields and an appealing entry point compared to stocks.
High yield attractive amid elevated yields?
High yield bonds offer attractive income and a potentially good entry point. This week’s chart looks at high yield bond yields and spreads over time.
Credit market commentary: July 2023
Credit markets experienced continued positive momentum in July amid positive economic data, moderating inflation and better-than-expected Q2 earnings reports.