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Credit market commentary: August 2021
The duration-sensitive Barclays Agg was negative in August as long-term interest rates rose slightly.
Who you gonna call? (Credit) Myth-busters.
Kara O’Halloran, Director, Investment Research, and Robert Hoffman, Managing Director, Investment Research, share their points of view on the current credit markets.
Opportunities in event-driven credit
As spreads approach all-time tight levels, we still see potential opportunity for returns in event-driven credit strategies.
Equity performance increasingly rate-dependent
This week’s chart looks at duration risk within the equity market and why style agnosticism may be more important than ever in such an environment.
Focus on inflation likely to remain following July data
Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.
Inflation vs interest rates: the great debate
Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).
The Agg races back. Yet core fixed income remains challenged.
Rates decline and the Agg returns to almost breakeven. This week’s chart looks at why core fixed income remains challenged despite the recent rally.
Showing 991–1000 out of 1843 results