The traditional “40” is broken
Declining rates have left the traditional “40” struggling. Investors need to find ways to fix their fixed income allocation by seeking alternative sources of income, return and diversification.
Energy infrastructure: Valuations low, fundamentals sound
Why midstream may be an attractive space in today’s expensive market.
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.