Q4 2019: Running in place
In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
Midyear 2019: Coasting at the speed limit
Solid fundamentals supporting the CRE market are driving price growth – but at a slower pace than in years past.
Midyear 2019: Crossroads or cruisin’?
Corporate credit markets delivered solid returns until equities sank and the yield curve inverted in May. Now they appear poised to provide positive returns through year-end.
Midyear 2019: The corrosive effects of policy uncertainty
The unknowns facing our economy, along with a tight labor market and deteriorating business sentiment, are slowing growth and may amplify volatility.
Q2 2019: Anatomy of a slowdown
Higher wages have not spread to broader inflation but could still impact financial markets.
Q4 2018: Indicators we’re watching (part 1)
Core inflation | Real interest rates | Global interest rates