Twelve for ‘20

January, 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.


May, 2020|Bank Loan, High Yield, Manager Viewpoints, Strategic Corrections|

March saw the greatest level of credit market volatility since the Global Financial Crisis (GFC).

Twelve for ‘19

January, 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.

BBB Bubble?

May, 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.