We do not see signs of systemic risk, but further volatility is likely in the near term.
Generative AI, the technology behind ChatGPT and other AI chatbots,
Political brinksmanship over the debt limit is poised to push the Treasury to the edge.
The consensus says a looming US recession will push stocks lower.
Though Fed head Powell was less hawkish than expected in his prepared remarks in Washington, the many Fed officials who spoke this week created a narrative of a tougher Fed than general
A $4 trillion appetite for middle market credit faces a retreating base of conventional financing sources.
Target date funds should be designed not just to maximize wealth accumulation during a participant’s career; they should also protect that wealth as the participant approach
Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
With inflation running at a 40-year high and the Fed taking aggressive measures...
Weak global growth for the year ahead appears almost certain. The outlook for capital markets is anything but.
Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
Are bond investors right about US rate cuts, or will the Fed hold rates steady following the end of the hiking cycle? Watch the labor market.
Soaring mortgage rates have massively reduced prepayment risk, creating one of the most compelling entry points for GNMA bonds in more than 20 years.