1. Home
  2. Our Perspectives

Subscribe to Our Perspectives


 

Sign up and you will be notified via email as soon as new publications have been posted.

 


Recent Perspectives

September 29, 2022

The Transition Away from Libor

SOFR Is the ‘Chosen Rate’ But It Is Not Without Risk

Read More


September 28, 2022

Macro Markets Podcast Episode 22: Investors' Guide to the Fed’s Hard Landing

Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed’s third straight 75 basis point hike and its meaning for the economy and investors.

Watch Video


September 22, 2022

Understanding Collateralized Loan Obligations (CLOs)

Explaining the structure and investor-friendly features of collateralized loan obligations, an often misunderstood sector of structured credit.

Read More


September 15, 2022

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.

Read More


August 24, 2022

Credit Yields Look Attractive Despite Rising Recession Risks

Signposts for credit investors as the next recession approaches.

Read More