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Q1 2021: Positioned for strength

The backdrop for credit in 2021 looks favorable. However, active management remains key to generating excess returns and navigating volatility amid the continued impact of COVID-19.

Q1 2021: Waiting on the world to change

While the first quarter of 2021 may continue to be challenging, we see gradual progress for CRE capital markets leading into a robust recovery later in the year.

Q1 2020: What to watch in Q1 and beyond

Driven by consumption, record-long economic expansion is set to continue.

Q1 2020: Being selective in 2020

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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