Twelve for ‘19
Victory went to risk-takers, even though it rarely felt comfortable.
BBB Bubble?
Investors have become increasingly concerned about the sharp rise in BBB-rated corporate debt, and it’s easy to see why.
The Empathetic Fed
Expectations now call for zero rate hikes this year, we explore how we arrived here and frame the drivers of future rate decisions.
Twelve for ‘18
2018 was a year in which risk was on... until it wasn’t. The last quarter of 2018 wiped away the gains, and memory, of the first nine months of the year.
Portfolio Manager Viewpoints – Defensive Yield
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
Our twelve charts for 2017, a year in which almost everything “worked”.
Floating Rate Once Again
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
Bank loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.
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.