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 Economic outlook: Survival guide to a global slowdown

A sharp global economic slowdown, heightened trade uncertainty, plunging interest rates and wilting business sentiment. These and other factors complicate the investment landscape in Q4 and beyond. Chief U.S. Economist Lara Rhame provides a survival guide to investing through volatility.
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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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Coasting at the speed limit

Solid fundamentals supporting the CRE market are driving price growth – but at a slower pace than in years past. Our Investment Research team explains why and explores other important trends in the CRE market, including the potential impact of mounting economic uncertainty.
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