Bad idea, or good idea poorly executed?
The Power of Securitized Credit in Diversifying Fixed Income Portfolios
Not all private credit is the same—in this Market Overview & Analysis we explore the nuances of the investment grade private credit market.
Vincent Costa, CFA, Head of Global Equities explains why rumors surrounding the death of low volatility are greatly exaggerated.
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.