Blog

As securitized markets continue their evolution, rigorous security selection can separate tailwinds from the traps.

While dovish comments by the Fed have recently buoyed markets, looking under the hood of global central bank balance sheets raises longer-term concerns about the legacy of quantitative easing.

What does empirical evidence have to say about going active versus passive? The answer – it depends.

Ten years have passed since the financial crisis and many pundits are using this arbitrary anniversary to prognosticate the next great financial calamity. This week, CLOs take their turn in the spotlight.

Despite increasing credit risk and uncertainty, we believe that loans will continue to dampen portfolio volatility this year, much as the asset class did in 2018.

Headlines only focus on leverage—but there’s more to the story.

The EM corporate bond market has grown into a nearly $1 trillion asset class worthy of consideration from those looking to diversify their EM and/or broad credit exposures.

Equity markets finally sold off. That should be bad for Momentum, right?

But what do Mortgage Credit Fundamentals Say?

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