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Energy market commentary: June 2021

Strong performance has led to inflows into energy funds, both for traditional energy and renewables.

What a red-hot labor market means for the economy

June added 850,000 new jobs, but the underlying trends in the labor market defy any prior cycle in ways that could add to inflation and complicate Fed policy.

Q3 2021: Zooming in on inflation

Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.

Active management paramount even amid healthy credit markets

Credit fundamentals look good, yet finding returns can be tough, especially for passive investors.

Q3 2021: Enjoying the ride

With the pandemic now (hopefully) firmly in the rearview mirror for domestic markets, a new environment has emerged for high yield bonds and senior secured loans.

The opportunity in commercial real estate debt

CRE debt may be particularly attractive for investors looking to potentially manage interest rate risk and hedge against inflation risks of tomorrow’s markets.

Meet the CIO: Mike Kelly and NYDIG’s Robert Gutmann talk Bitcoin

Why is Bitcoin so important? Robert Gutmann answers this question and more during this deep dive.
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