Credit market commentary: October 2021
Credit markets were mixed in October. Loans returned 0.27% while HY bonds ended their 12-month streak of gains, down 0.18%.
Energy market commentary: September 2021
The global energy supply crunch could portend future energy market volatility.
Credit market commentary: September 2021
Despite some modest weakness in high yield during the second half of September, we believe credit remains on solid footing for the remainder of 2021.
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.