The secular opportunity for CLOs
Chief Market Strategist Troy Gayeski tackles the topic of CLO mezzanine debt and its potential benefits in a yield-starved environment, both present day and for the long run.
5 for ’22: Corporate credit
After the roller-coaster that was 2020, 2021 felt eerily calm in credit markets. Are we in for more of the same next year? Here are 5 big ideas we’ll be watching in corporate credit in 2022.
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
Does duration matter?
We outline why core fixed income indexes are now much more interest-rate sensitive than ever before and offer mitigation options for investors concerned with heightened interest rate sensitivity.
The implications of a rising default rate
Many cite the coming wave of defaults as cause for concern, but history tells us otherwise
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.