Investments with lower durations, such as senior secured loans, have outperformed so far in 2018 and may display lower levels of volatility if U.S. Treasury yields rise further.

Supply/demand balances are on healthy footing, oil prices have risen, North American assets are among the most globally competitive at current oil prices, and valuations for energy companies appear attractive relative to the broader market.

Productivity growth and interest rates remain below their long-term averages

VIX averaged a historic low in 2017 and remains relatively constrained

Investment grade bonds versus high yield bonds and senior secured loans

Equity markets saw large inflows at the market's peak, outflows during the correction

Sustained above-trend growth raises the risk of meaningfully higher volatility, something which has already caught investors by surprise in 2018. What factors are causing positive momentum and are they set to continue?

Average hourly earnings rose the most for managers in January

The fundamental conditions for the Energy sector have generally strengthened over the past year and this may have positive implications for investors in the sector.

This Fed rate hike cycle remains on a slow and shallow trajectory