/perspectives?page=7


Macroeconomic Research    |   June 28, 2024    

Second Quarter 2024 Quarterly Macro Themes

Research spotlight on what’s next.


Sector Views    |   May 29, 2024    

Second Quarter 2024 Fixed-Income Sector Views

Balancing attractive yields and tight spreads.


Portfolio Strategy    |   May 16, 2024    

The Economic Cycle Isn’t Dead, Merely Delayed… And That’s Good for Bonds

Navigating an economic cycle where old patterns don’t seem to apply.


Sector Views    |   May 02, 2024     |     High Yield and Bank Loan Outlook

Investor’s Guide to Default and Recovery Dynamics

A time for nimble credit selection.


VIDEO AND PODCASTS

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Watch Video

Macro Markets Podcast

Dan Montegari, Head of Research for our Corporate Credit team, and John Walsh, Head of High Yield Trading, discuss credit spreads, default rates, market technicals, and other factors driving their team’s constructive views on risk and opportunity in leveraged credit.

Listen Now


May 29, 2024

Macroeconomic Update: Despite Q1 Setback, Lower Inflation and Fed Cuts Still Coming 

The Fed’s higher-for-longer approach should pay off, opening the door to cuts later this year.

January 11, 2024

11 Macroeconomic Themes for 2024

11 trends that will shape credit markets in 2024.



Portfolio Strategy    |   December 07, 2023    

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.


Portfolio Strategy    |   July 26, 2023    

The Transition Away from Libor: Goodbye Libor

Publication of U.S. dollar Libor ceased on June 30, 2023


Portfolio Strategy    |   June 28, 2023    

Building an Active Fixed-Income Investing Process on a Foundation of Behavioral Finance

Our investment process has shown behavioral science can deliver real-world solutions.


Portfolio Strategy    |   June 07, 2023    

The Risk Mitigation Advantage in Active Fixed-Income Management 

Why active has the potential to outperform passive in fixed income.


Portfolio Strategy    |   May 18, 2023    

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.


Portfolio Strategy    |   April 03, 2023    

The ABCs of Asset-Backed Securities (ABS)

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.




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