As we head into 2022, the market in general appears quite strong, but there will likely continue to be significant dispersion, offering investors the opportunity to outperform.

The solid backdrop for credit sets the scene for compelling returns. It will be a credit-picker’s market, and we look to high yield bonds and senior secured loans as areas of continued opportunity.

Value dominates early 2022 as rates rise. Our chart looks at value’s relative outperformance and why flexibility may be key this year.

Chief Market Strategist Troy Gayeski shares his latest take on the markets.

2022 will be a balancing act between solid growth, surging inflation and policy uncertainty. Read our watchlist for 10 big ideas on the economy, the Fed and markets.

We sit down with Investment Director Andrew Korz to discuss the spectacular rebound of CRE in 2021, and the top 5 drivers he’ll be watching in 2022.

Credit markets were positive in December. After two straight monthly declines, HY bonds posted their best month of the year, up 1.88%, while loans returned 0.64%.