Research

The investment landscape has changed dramatically—it’s time for plan sponsors to treat unconstrained fixed income as a strategic allocation.

We expect that the next ten-year period will be characterized by returns below historical averages, to varying degrees across all asset classes.

Learn more about this growing, complex, dynamic, and fragmented market.

How does it fit in broader portfolios?

Despite increased fears of recession, BBBs are being rewarded for proactive deleveraging.

In today’s market, cov-lite is not necessarily a binary indicator of the inherent weakness or strength of an underlying credit.

Learn more about the private equity secondary market.

Commercial mortgage loans, securitized assets and private placements can help plan sponsors diversify their exposure to long corporate bonds.

With no LIBOR replacement yet identified, investors should emphasize flexibility in the rate-conversion provisions of their senior loan documents.