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.
Despite Fed pause, financial conditions tighten further
Despite expectations for a Fed pause, this week’s chart looks at other financial conditions, which have tightened significantly in recent months.
Private markets attractive in market drawdowns?
This week’s chart looks at private markets’ relatively small declines during the past two market drawdowns compared to their public counterparts.
Stock-bond correlation is quickly rising
Stock-bond correlation has been on the rise again. This week’s chart looks at the trend and how it has exacerbated the diversification challenge.
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.
In 2023, the Agg has seen little bounce-back
The Agg has lost steam with three consecutive monthly declines. This week’s chart tracks its monthly returns against the 10-year yield.
