Investment Outlook

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Worried About Inflation? Pay Attention to Labor Participation

August 17, 2021

Pay close attention to how labor market dynamics unfold over the next three months.

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Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator...

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CLO and Loan Market Review & Outlook: 2Q21

August 5, 2021

Strong CLO market activity delivered another record volume of issuance in the U.S.

Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.

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Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.

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