Portfolio Manager Viewpoint – Credit Markets
The post-election environment has seen a sharp rally in risk assets and economic optimism.
Climbing the Wall of Optimism
Business sentiment has surged post election.
Twelve for ’16 – Navigating the Credit Markets
2016 experienced the strongest returns for credit since 2009.
The New Conundrum
Today’s conundrum is how the Fed upholds its dual mandate.
Portfolio Manager Viewpoint — Bank Loans
Bank loan portfolio managers discuss the market environment.
Spring Time — High Yield Bonds Rally
High yield surges, but what next.
Twelve for ’15 — Credit Market Charts
Twelve charts for 2015
Portfolio Manager Viewpoints
Assessing the current markets and 2016 outlook
Breaking Up With ZIRP is Hard To Do
The challenges of tightening monetary policy
Summer of Supply
Record setting corporate issuance is impacting corporate bonds