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

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.

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.

As rising rates have wreaked havoc across markets this year, our chart focuses on the widening duration gap between IG and HY bonds.

If it feels like we haven’t been here before, it’s because we haven’t. The team tackles the unique economic environment we’re faced with in 2022.

Chief Market Strategist Troy Gayeski tackles the topic of CLO mezzanine debt and its potential benefits in a yield-starved environment, both present day and for the long run.

Short rates saw their largest jump in more than year. Our chart focuses on elevated rate volatility this year as equity markets also remain choppy.