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Q4 2019: Running in place

In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.

Q4 2019: CRE amid a dimmer outlook

Lower interest rates provided a tailwind for commercial real estate markets in Q3, and particularly for CRE debt markets.

Q4 2018: Indicators we’re watching (part 2)

Unemployment rate | Business investment | Household wealth | 2-10 spread

Q4 2018: Indicators we’re watching (part 1)

Core inflation | Real interest rates | Global interest rates

Q3 2024 Economic outlook: The summer before the election

Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.

Q3 2024 Corporate credit outlook: Entering a credit picker’s market

Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.
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