Q3 2024 Corporate credit outlook: Entering a credit picker’s market
Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.
Q2 2024 Corporate credit outlook: Drafting down the straightaway
Continued economic stability has fostered healthy fundamentals in most leveraged credit, but risks are accumulating in loans to lower-rated private borrowers.
Charted territory: Buy the bushel, but beware of bad apples
After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.
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.
