Stocks rallied too far, too fast? Our chart looks at 2020’s deeply negative earnings picture and why investors may want to insure against further volatility.

Why investors should take advantage of the second chance to protect their portfolios from volatility

The what, how and why of an asset class that we believe presents more opportunity than many think.

Contrarian bull/bear signals? Our chart on the mismatch between stock performance and sentiment shows why investors may want to prepare for a pullback.

Steps to reopen the economy and progress toward a COVID-19 vaccine created an optimistic sentiment for much of the month, as HY Bonds, Senior Secured Loans and structured products posted strong returns. Interest rates remained relatively rangebound and the duration-sensitive Barclays Agg had a slight gain.

Midstream led a continued recovery for the broader energy sector in May. While falling production volume is a negative for midstream, many firms have protections in place to help mitigate impacts.

Here we analyze the potential impact of COVID-19 on the CRE debt market by examining the market’s performance during the 2008 GFC and comparing the state of the pre-GFC and pre-COVID markets.

How long will Treasury rates stay near zero? This week’s chart compares today’s ultra-low yields to those during the global financial crisis.