Twelve for ‘20
Farewell 2020 - Adjectives don’t fully express what this year was for capital markets, real economies, and the globe.
Farewell 2020 - Adjectives don’t fully express what this year was for capital markets, real economies, and the globe.
Entering 2020, the US markets were coming off a very strong 2019. The current landscape is dramatically different.
March saw the greatest level of credit market volatility since the Global Financial Crisis (GFC).
Victory went to risk-takers, even though it rarely felt comfortable.
Investors have become increasingly concerned about the sharp rise in BBB-rated corporate debt, and it’s easy to see why.
Expectations now call for zero rate hikes this year, we explore how we arrived here and frame the drivers of future rate decisions.
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.
Bank Loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy into the end of 2018.
Our twelve charts for 2017, a year in which almost everything “worked”.
Bank loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.