Research report

Showing 19–24 insights out of 33 results
Research report

The Great Reboot: Economy and markets in 2020

Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.

Research report

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.

Research report

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.

Research report

Where has all the diversification gone?

In this research note, we discuss what happens when many traditional sources of portfolio diversification fail, and how liquid alternative funds may offer a compelling case for diversifying exposure.

Research report

COVID-19 and the impact on the U.S. economy

In this note, we attempt to measure the impact of specific industry shutdowns and outline uncertainties around knock-on effects on consumer spending, business investment and the efficacy of stimulus.

Research report

Quantifying COVID-19: Impact on U.S. CRE

Which property types are most exposed?

Showing 19–24 insights out of 33 results