admin2021-01-15T14:34:09+00:00January, 2021|Manager Viewpoints, Newsletter, Strategic Corrections|
Farewell 2020 - Adjectives don’t fully express what this year was for capital markets, real economies, and the globe.
admin2020-07-17T16:48:54+00:00June, 2020|Investment Grade, Manager Viewpoints, Newsletter|
Entering 2020, the US markets were coming off a very strong 2019. The current landscape is dramatically different.
admin2020-05-25T16:33:48+00:00May, 2020|Bank Loan, High Yield, Manager Viewpoints, Strategic Corrections|
March saw the greatest level of credit market volatility since the Global Financial Crisis (GFC).
admin2020-01-13T13:44:06+00:00January, 2020|Bank Loan, High Yield, Interest Rates, Investment Grade, Manager Viewpoints, Newsletter, Short Duration, Strategic Corrections|
Victory went to risk-takers, even though it rarely felt comfortable.
admin2019-06-18T16:49:11+00:00May, 2019|Bank Loan, Interest Rates, Manager Viewpoints, Newsletter, Strategic Corrections|
Investors have become increasingly concerned about the sharp rise in BBB-rated corporate debt, and it’s easy to see why.
admin2019-04-04T14:19:28+00:00April, 2019|Bank Loan, Interest Rates, Manager Viewpoints, Newsletter, Short Duration|
Expectations now call for zero rate hikes this year, we explore how we arrived here and frame the drivers of future rate decisions.
admin2019-01-11T02:36:57+00:00January, 2019|Manager Viewpoints, Newsletter|
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.
admin2019-01-11T14:19:07+00:00November, 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.
admin2019-01-11T02:37:46+00:00December, 2017|Manager Viewpoints, Newsletter|
Our twelve charts for 2017, a year in which almost everything “worked”.
admin2019-01-11T14:19:26+00:00September, 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.