Outlooks

Showing 1–6 insights out of 15 results
Corporate credit outlook

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.

Corporate credit outlook

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.

Corporate credit outlook

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.

Corporate credit outlook

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.

Corporate credit 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.

cars at a crossroads
Corporate credit outlook

Q2 2022: A balancing act

Markets face a growing list of uncertainties, but we believe that credit’s strong fundamentals should help the asset class find solid footing.

Showing 1–6 insights out of 15 results

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