Lining up the last days of LIBOR
As year-end approaches, LIBOR’s sunset is finally imminent. We set the stage as markets race to embrace LIBOR replacement rates over the final two months of the year and paint a picture of what the post-LIBOR world will look like.
An inconsistent truth: Interest rates and inflation can diverge
Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.
Absolute return for an uncertain world
History shows us that absolute return strategies have historically delivered on many of the goals of traditional fixed income—and have successfully navigated the challenges markets currently face.
The opportunity in commercial real estate debt
CRE debt may be particularly attractive for investors looking to potentially manage interest rate risk and hedge against inflation risks of tomorrow’s markets.
Small talk: The case for SMIDs
We dig into the historical outperformance of small and mid-cap stocks and the attributes that make them uniquely well-positioned for today’s investing challenges.
It’s complicated: Leveraged loans and the LIBOR transition
A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.
