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Stock buybacks: A mountain or a molehill?

Read about the surge in stock buybacks and how it has contributed to the public equity market becoming less diversified.

Bond returns soar this year, but income falls further

Bond returns soar as income falls in this week’s chart. See where this good news/bad news scenario leaves income-oriented investors.

Credit market commentary: August 2019

Leveraged credit mixed in August | High-rated credit outperforms

Energy market commentary: August 2019

Energy markets fall as economic uncertainty intensifies | Crude oil: Two steps forward, two steps back

Firming inflation data muddies the Fed’s path forward

Are investors’ rate cut expectations too high? This week’s chart explains what’s pulling the markets and the Fed in different directions, which could stoke volatility.

Commercial real estate drives August housing activity

Is the easing of monetary policy spurring new housing construction? This week’s chart explores the connection and its potential impact on real estate investment.

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.

Commercial real estate sentiment jumps in Q2

Are Fed rate cuts reinvigorating the U.S. housing market? This week’s chart highlights recently renewed confidence in the multifamily market.
Showing 341–350 out of 1841 results

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