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 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.
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.
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.
