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.
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.
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.
Q1 2023 Corporate credit outlook: Navigating the crosscurrents
As we enter 2023, credit faces crosscurrents. Fundamentals remain strong but economic growth is likely slowing. We assess what this means for markets in our Q1 outlook.
Q4 Corporate credit outlook: At a crossroads
With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.
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.