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Securitized Credit: As market evolves, selection rigor can separate tailwinds from the traps

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

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The Legacy of QE: What Will History Books Say?

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.

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CLO Hysteria: Fact versus Fiction

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.

Will the Retail Industry be the Next Commodity Crisis for the U.S. Credit Markets?

May 24, 2017

In April, we provided support for allocations to high yield by rebutting three common arguments against the asset class. “Retail is the new energy” was an argument against high yield in April and one that continues today. Given the headlines surrounding the “demise” of retail, we believe it is appropriate to offer investors a deeper analysis of the topic and provide a broader perspective across credit markets.

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