This week’s chart shows just how quickly sentiment can shift and why active management may help uncover opportunities.

Following a month of heightened volatility, the leveraged credit markets rebounded in January. High yield bonds posted their largest monthly return since 2009 and senior secured loans erased all of the declines experienced in December.

Energy markets recovered meaningfully as oil prices bounced back from December lows. Oil prices were supported by OPEC+ production cuts and U.S. sanctions on Iran and Venezuela. The wave of MLP simplifications is in its later stages and may be a positive for investors going forward.

Get more context on how the Fed’s recent dovish turn is impacting market expectations of a rate adjustment.

To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.

See where inflation expectations are trending and how this connects with short-term interest rates in the foreseeable future.

This week’s chart shows how a worsening outlook on global growth is impacting government bond yields and income-seeking investors.

The end of 2018 may not have been a temporary rough patch for traditional equity investments, but the beginning of what could be a more extended period of challenged profits and heightened volatility.

Get more insight into the Fed’s expanding commitment to keeping short-term interest rates low and what that may mean for income investors.