With tapering worries in the rearview, attention has returned to the inflationary environment.
Driven by continued strong investor demand, the US CLO market remained very active in Q3.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise...
With tapering worries in the rearview, attention has returned to the inflationary environment.
Highlights from the week of November 12 – November 18, 2021.
Driven by continued strong investor demand, the US CLO market remained very active in Q3.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
The next decade is unlikely to play out like the last. A new environment calls for a new approach to fixed income portfolio construction.
Agency CMBS are now scalable and represent a new opportunity to diversify credit exposure.
Worried about inflation? Pay close attention to how labor market dynamics unfold over the next three months.
Corporate plan sponsors wrapped up the first half of 2021 giddy with their improved funded status; increases of over 10% in funded status were prevalent, driven by significant increases in discount rates and strong asset returns.
Strong CLO market activity delivered another record volume of issuance in the U.S.