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
Business sentiment has remained high, pushing many asset valuations to less attractive levels.
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 Viewpoints
Assessing the current markets and 2016 outlook
Summer of Supply
Record setting corporate issuance is impacting corporate bonds