Fixed Income

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Private Credit Spreads are below their Historical Average

It is important to remember that Investment Grade Private Credit represents a long-term strategic allocation.

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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?

How Protected are RMBS Investments from Natural Disasters?

October 4, 2017

Risks posed by recent storms are accounted for within RMBS structures and evaluated by investors. However, given the magnitude of the potential devastation associated with these recent storms in such a short time period, it is prudent to reassess this risk.

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Assessing the Likely Impact of Recent Storms

September 14, 2017

As we were recently reminded, hurricanes, like other natural disasters, have the potential to be devastating and disrupting events. As Florida and Texas begin the recovery and rebuilding process, historical context provides perspective about the likely impact these storms will have.

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