Robert Hoffman, CFA

As Managing Director of Investment Research, Robert leads the team that analyzes the fundamentals behind market movements, macroeconomic trends and the performance of specific industries – as well as their potential impact on investors. His nearly two-decade tenure in the financial services industry includes experience as a loan portfolio manager and senior credit analyst focused on corporate loan issues. Robert serves as the firm’s primary subject matter expert on the corporate credit markets and select alternative investment solutions, developing targeted communications and educational resources.

Q1 2020 Corporate credit outlook: Being selective in 2020

2019 was a remarkable year for corporate credit markets and the fundamental backdrop remains supportive heading into 2020. But one statistic keeps us from predicting another banner year. In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
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“Overbloan” concerns?

Long-term loan issue trends and ratings declines have changed the market’s composition and relationship to other credit investments. Read our research note to understand how the opportunity and risks have shifted in today’s loan market and the impact on investors.
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Q4 2019 Corporate credit outlook: Running in place

Despite slowing, the fundamental backdrop underlying the corporate credit market remains supportive heading into year end. In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
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Crossroads or cruisin’?

Corporate credit markets delivered solid returns until equities sunk and the yield curve inverted in May. Now they appear poised to provide positive returns through year-end. Our Investment Research team explores what’s behind this reversal and where risks lie over the second half of the year.
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