Loans or Bonds?
Relative value currently favors floating-rate loans over high-yield bonds.
Three More Years
Fed officials project interest rates will be near zero through 2023, as the distribution of the COVID vaccine appears to provide light for the economy in 2021.
Should Big Tech Be Feeling Blue?
The blue shift in the White House may signal added trouble for Big Tech companies.
Ready to Declare a V-Shaped Recovery?
With the economy slowing in September, the battle for a quick rebound may be far from over.
Insights into how five COVID-19-impacted sectors are performing—and what the future may hold.
An “Average” Meeting
Fed officials expect rates to remain near zero through 2023; the inflation goal is to now average 2% over time.
Another market high, with expectations for a “V”accine-shaped recovery.
The Comeback Kid?
Why there’s still value in a value allocation.
Forward-looking Markets and Backward-looking Economies
Latest insights on the disruptive effects of the pandemic and what those mean for credit.
In recent months, investment-grade debt has experienced a ferocious rally. What’s next?
What a Difference a Quarter Makes
First quarter 2020 saw the U.S. economy in a tailspin; second quarter pulled out of it … but now is the recovery stalling?
Dis-Loan-Cation: Today’s Bank Loan Market
While technicals for the asset class remain a headwind in the near-term, bank loans may provide an attractive opportunity and relative value.
Growing Opportunities in Credit
For investors searching for yield in volatile markets, corporate credit may be the answer.
Fixed Income, A Better Alternative?
Liquid alternatives have not bested bonds on most key measures.