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.
The Fed and fallen angels: Steer clear, or follow suit?
We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.
Quantifying COVID-19: Impact on credit markets
In this note, we take a look at the current corporate credit market impact, the effects of recent Federal Reserve policy response and the best course of action we see for investors moving forward.
COVID-19 impact on corporate credit markets
Recent market volatility points to heightened uncertainty surrounding the COVID-19 outbreak.
A closer look at the current state of loan market trends.