The implications of a rising default rate
Many cite the coming wave of defaults as cause for concern, but history tells us otherwise
Energy infrastructure: Valuations low, fundamentals sound
Why midstream may be an attractive space in today’s expensive market.
The calm before the (next) storm?
Options markets suggest investors shouldn’t forget about defensive investments.
Measuring the recovery: Pressing pause
COVID-19’s resurgence in the U.S. has paused the nascent economic recovery. We dive into traditional and high frequency data to show how the pandemic is impacting economic activity and equity market performance.
Measuring the recovery: Reopen for business
High frequency indicators show how broad reopening is impacting consumers, businesses and investors.
A CLO-ser look at structured products
The what, how and why of an asset class that we believe presents more opportunity than many think.