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Portfolio Manager Viewpoints – Defensive Yield

November, 2018|Bank Loan, High Yield, Interest Rates, Manager Viewpoints|

Bank Loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy into the end of 2018.

Twelve for ‘17

December, 2017|Manager Viewpoints, Newsletter|

Our twelve charts for 2017, a year in which almost everything “worked”.

Floating Rate Once Again

September, 2017|Bank Loan, Interest Rates, Manager Viewpoints, Newsletter|

Bank loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.

Fiscal Policy To The Forefront

July, 2017|Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|

Business sentiment has remained high, pushing many asset valuations to less attractive levels.

Portfolio Manager Viewpoint – Credit Markets

April, 2017|Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|

The post-election environment has seen a sharp rally in risk assets and economic optimism.

Climbing the Wall of Optimism

February, 2017|Interest Rates, Manager Viewpoints, Newsletter|

Business sentiment has surged post election.

Twelve for ’16 – Navigating the Credit Markets

January, 2017|Bank Loan, High Yield, Interest Rates, Investment Grade, Manager Viewpoints|

2016 experienced the strongest returns for credit since 2009.

The New Conundrum

September, 2016|Interest Rates, Manager Viewpoints, Newsletter|

Today’s conundrum is how the Fed upholds its dual mandate.

Portfolio Manager Viewpoint — Bank Loans

June, 2016|Bank Loan, Newsletter|

Bank loan portfolio managers discuss the market environment.

Spring Time — High Yield Bonds Rally

April, 2016|High Yield, Interest Rates, Newsletter|

High yield surges, but what next.