admin2018-01-16T19:27:43+00:00December, 2017|Manager Viewpoints, Newsletter|
Our twelve charts for 2017, a year in which almost everything “worked”.
admin2017-09-18T19:14:36+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.
admin2017-07-06T13:24:32+00:00July, 2017|Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|
Business sentiment has remained high, pushing many asset valuations to less attractive levels.
admin2017-04-18T16:57:14+00:00April, 2017|Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|
The post-election environment has seen a sharp rally in risk assets and economic optimism.
admin2017-02-28T01:16:39+00:00February, 2017|Interest Rates, Manager Viewpoints, Newsletter|
Business sentiment has surged post election.
admin2016-09-09T11:43:18+00:00September, 2016|Interest Rates, Manager Viewpoints, Newsletter|
Today’s conundrum is how the Fed upholds its dual mandate.
admin2016-06-29T18:50:21+00:00June, 2016|Bank Loan, Newsletter|
Bank loan portfolio managers discuss the market environment.
admin2016-07-11T16:00:24+00:00April, 2016|High Yield, Interest Rates, Newsletter|
High yield surges, but what next.
admin2016-07-11T16:00:54+00:00December, 2015|Bank Loan, Interest Rates, Investment Grade, Newsletter, Short Duration|
Twelve charts for 2015
admin2016-07-11T16:01:13+00:00November, 2015|Manager Viewpoints, Newsletter|
Assessing the current markets and 2016 outlook