Having trouble remembering the difference between a CDR and a CRT? We’re here to help.

Highlights from the week of April 17 – April 23, 2026.

As sponsors confront volatile oil prices and geopolitical risk, here’s a look at what does (and doesn’t) work.

An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving. With growth slowing but not breaking, we focus on quality, diversification, and disciplined positioning as the margin for error narrows.

Markets are being tested on several fronts at once. But the important question is how these shocks travel—through inflation, monetary policy, funding conditions, or issuer fundamentals. That’s where resilience begins to diverge.

Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.

Structured lending to funds can provide similar returns at potentially lower risk than investing as an LP...

Get the latest insights from our securitized credit desk.

For a time, simply being exposed to AI drove returns. That phase is over.

The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.