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U.S. Housing: Headlines Suggest Trouble

But what do Mortgage Credit Fundamentals Say?

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The Growing Glut of BBB Debt: Risk Now or Later?

Issuance of BBB-rated corporate debt has soared. How should investors be thinking about risk in this environment?

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When Markets and Macros Align, Certain Risk-Rewards Can Make Sense

The curious case of triple-C’s and short IG corporates.

Is Tech the Next Credit Bubble?

May 9, 2018

The strong growth in technology debt over the past decade has raised concerns that a bubble may be forming. However, a closer look at the data reveals that tech fundamentals are generally healthy.

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