Outlooks

Showing 1–6 insights out of 8 results
Corporate credit outlook

Q2 2021: Right on track

It’s been one year since markets bottomed. With the end of the pandemic hopefully in sight, fundamentals improving and economic forecasts robust, we think the backdrop for credit remains supportive.

Corporate credit outlook

Q1 2021: Positioned for strength

The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.

Corporate credit outlook

Q4 2020: Staying active

While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings

Corporate credit outlook

Q3 2020: Mixed signals

Despite multiple “worst-ever” indicators, U.S. equity and corporate credit markets rallied back to near pre-pandemic levels in Q2. With markets trending one way and economic data another, we’re left with mixed signals.

Corporate credit outlook

Q2 2020: Perspectives for uncertain times

COVID-19 impacts on corporate credit markets

Corporate credit outlook

Q1 2020: Being selective in 2020

In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.

Showing 1–6 insights out of 8 results

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