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Energy market commentary: June 2018

Energy sector on solid footing. Oil price fundamentals remain supportive for midstream.

Credit market commentary: June 2018

High yield bonds and senior secured loans gain in June. Yield curve flattens on rising rate expectations.

Traditional stocks and bonds downshift in 2018

Stocks and bonds largely range-bound in 1H 2018

Market momentum fades as the economic cycle ages

Stock and bond returns in 2017 and 2018

Why rising rates may not lift your income

Traditional fixed income investors may feel they’ve been lost in a low-yield wasteland. But with improved global growth and the expected Fed rate hike trajectory, some may assume the struggle for income is coming to an end.

Traditional bond returns sputter as rates rise

Barclays Agg quarterly returns vs. 10-year Treasury yield

History points to higher volatility and lower returns

In 2018, volatility is higher and returns are lower

Energy market commentary: May 2018

The energy market saw its second straight positive month with the AMZX and AMEIX outperforming both S&P Energy and HY Energy.

Credit market commentary: May 2018

Interest rate sensitivity drove returns during the month as higher-duration assets tended to outperform as 10-year Treasury rates fell.
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