Research

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Unconstrained Bond Strategies

Bad idea, or good idea poorly executed?

Path through Autumn Trees

Credit Strategies for the End of the Cycle

The Power of Securitized Credit in Diversifying Fixed Income Portfolios

 

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Introduction to Investment Grade Private Credit

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

Sidestepping the Relative Value Trap in Credit

March 22, 2016

The general rule of thumb when considering the relative value of a bond is that “wide” equals “cheap”. While this approach is relatively useful in a static mid-cycle environment, it breaks down in a changing world — such as when cyclical or secular forces are reshaping an industry or when a credit cycle is turning.

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