Showing 841–850 out of 1733 results
Energy market commentary: July 2021
Capital discipline today could set up energy producers for solid cash flow in the future.
Credit market commentary: July 2021
Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.
The Agg races back. Yet core fixed income remains challenged.
Rates decline and the Agg returns to almost breakeven. This week’s chart looks at why core fixed income remains challenged despite the recent rally.
Inflation vs interest rates: the great debate
Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).
Focus on inflation likely to remain following July data
Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.
Equity performance increasingly rate-dependent
This week’s chart looks at duration risk within the equity market and why style agnosticism may be more important than ever in such an environment.
Opportunities in event-driven credit
As spreads approach all-time tight levels, we still see potential opportunity for returns in event-driven credit strategies.
Showing 841–850 out of 1733 results