Research

The Case for a Strategic Allocation

Not all private credit is the same—in this Market Overview & Analysis we explore the nuances of the investment grade private credit market.

What can corporate plan sponsors learn from the “L” shaped recovery of funded status since the Great Financial Crisis?

Against the current backdrop, forbearance is the most sensible route for lenders to consider.

For plan participants, target date funds simplify the complex task of saving and investing for retirement by automatically allocating assets based on each individual’s age and retirement date. 

Amid the current market dislocation, higher-quality, more loss remote investments offer attractive spreads and robust risk profiles, a combination that should help insurance investors simultaneously enhance their yield profile and avoid incremental capital strain from negative ratings migration and credit impairments.

As equity markets continue their COVID-19 pandemic roller coaster, understanding the technical dynamics may go a long way.

Securitized spreads reflect current liquidity conditions, not intrinsic value.

The Covid-19 crisis presents an extraordinary time, proffering up a rare opportunity to refurbish and enhance a current fixed income allocation.