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.
Q3 2022 Corporate credit outlook: Quality time
Despite the pain felt by higher quality portfolios in the first half of 2022, we believe quality in credit markets will matter again in the back half of the year.
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.
Q1 2022 Corporate credit outlook
The solid backdrop for credit sets the scene for compelling returns. It will be a credit-picker’s market, and we look to high yield bonds and senior secured loans as areas of continued opportunity.
Q4 2021 outlook: Still on solid footing
Credit markets have been remarkably steady this year and enter Q4 on solid footing. This tight spread environment presents challenges, but the largest risks we see lie outside credit markets.
Q3 2021: Enjoying the ride
With the pandemic now (hopefully) firmly in the rearview mirror for domestic markets, a new environment has emerged for high yield bonds and senior secured loans.
