We do not see signs of systemic risk, but further volatility is likely in the near term.
Generative AI, the technology behind ChatGPT and other AI chatbots,
Political brinksmanship over the debt limit is poised to push the Treasury to the edge.
The consensus says a looming US recession will push stocks lower.
In 4Q22, US CLO tranches exhibited strong returns across the stack as the loan market delivered positive returns in every month during the quarter.
A $4 trillion appetite for middle market credit faces a retreating base of conventional financing sources.
Target date funds should be designed not just to maximize wealth accumulation during a participant’s career; they should also protect that wealth as the participant approach
Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
With inflation running at a 40-year high and the Fed taking aggressive measures...
Weak global growth for the year ahead appears almost certain. The outlook for capital markets is anything but.
Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
Are bond investors right about US rate cuts, or will the Fed hold rates steady following the end of the hiking cycle? Watch the labor market.
Funding ratios rose again in 2022, putting plan sponsors in another surprisingly strong position. But with critical decisions looming, de-risking and diversification are paramount.