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Energy market commentary: January 2021

January marked a strong start to 2021 for the energy sector.

Credit market commentary: January 2021

Credit markets rose through the first few weeks of the month on stimulus optimism and firm technicals in the loan market. However, equity volatility weighed on both asset classes in January’s final week

Commercial real estate values rise despite recession

CRE prices have risen in the past year despite the pandemic. This week’s chart looks at why and asks what it means for the next cycle.

Amid low rates, CLOs appear attractive

Relative value in the fixed income market? This week’s chart compares CLO spreads to those of HY bonds and explores how to delve into this market.

An age-old tale: The veteran vs. the newcomer

Learn key differences between two real estate loan structures, including how each has held up during COVID-19.

Economists hike forecasts, but not for stocks

Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?

Equity markets and the global reflation trade

What reflation is, how it has historically been manifested, and what it means for today’s equity markets.
Showing 421–430 out of 1074 results

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