Floating Rate Once Again

September, 2017|Bank Loan, Interest Rates, Manager Viewpoints, Newsletter|

Bank loan portfolio managers JP Leasure and Michael Marzouk discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.

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.

The New Conundrum

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

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

Portfolio Manager Viewpoint — Bank Loans

June, 2016|Bank Loan, Newsletter|

Bank loan portfolio managers discuss the market environment.

Spring Time — High Yield Bonds Rally

April, 2016|High Yield, Interest Rates, Newsletter|

High yield surges, but what next.

Twelve for ’15 — Credit Market Charts

December, 2015|Bank Loan, Interest Rates, Investment Grade, Newsletter, Short Duration|

Twelve charts for 2015

Portfolio Manager Viewpoints

November, 2015|Manager Viewpoints, Newsletter|

Assessing the current markets and 2016 outlook

Breaking Up With ZIRP is Hard To Do

October, 2015|Interest Rates, Newsletter|

The challenges of tightening monetary policy