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Recent Perspectives

March 02, 2021

A Drunk Man in the Snow: The Random Walk of Interest Rates

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.

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February 25, 2021

A Ripe Environment for Strong Credit Performance

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.

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February 10, 2021

On the Hunt For Yield

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February 03, 2021

Bubble Spotting

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