Energy market commentary: August 2021
Green hydrogen may be a long way off, but could be the wild card in decarbonization.
Credit market commentary: August 2021
The duration-sensitive Barclays Agg was negative in August as long-term interest rates rose slightly.
Credit market commentary: July 2021
Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.
Energy market commentary: July 2021
Capital discipline today could set up energy producers for solid cash flow in the future.
Credit market commentary: June 2021
The duration-sensitive Barclays Agg posted its third positive return of the year in June as long-term interest rates declined slightly.
Energy market commentary: June 2021
Strong performance has led to inflows into energy funds, both for traditional energy and renewables.