Fiscal Policy To The Forefront

July, 2017|Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|

Business sentiment has remained high, pushing many asset valuations to less attractive levels.

Portfolio Manager Viewpoint – Credit Markets

April, 2017|Bank Loan, High Yield, Interest Rates, Manager Viewpoints, Newsletter|

The post-election environment has seen a sharp rally in risk assets and economic optimism.

Climbing the Wall of Optimism

February, 2017|Interest Rates, Manager Viewpoints, Newsletter|

Business sentiment has surged post election.

Twelve for ’16 – Navigating the Credit Markets

January, 2017|Bank Loan, High Yield, Interest Rates, Investment Grade, Manager Viewpoints|

2016 experienced the strongest returns for credit since 2009.

The New Conundrum

September, 2016|Interest Rates, Manager Viewpoints, Newsletter|

Today’s conundrum is how the Fed upholds its dual mandate.

Portfolio Manager Viewpoints

November, 2015|Manager Viewpoints, Newsletter|

Assessing the current markets and 2016 outlook

Summer of Supply

August, 2015|Manager Viewpoints, Newsletter|

Record setting corporate issuance is impacting corporate bonds

Portfolio Manager Viewpoint — Bank Loans

May, 2015|Bank Loan, Manager Viewpoints, Newsletter|

An update on the bank loan market

Oil and the Fed

March, 2015|Manager Viewpoints, Newsletter|

Two factors driving high yield performance

The Euros Are Coming

February, 2015|Interest Rates, Manager Viewpoints, Newsletter|

Valuations favor U.S. credit markets