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Recent Perspectives

August 22, 2019

Agency Mortgage-Backed Securities: Prepayment Risks Rise as Mortgage Rates Drop

Prepayment risk for recently originated mortgages is high.

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August 22, 2019

Asset-Backed Securities and CLOs: Aircraft ABS is Flying Off the Shelves

Investor demand for investment-grade credit is increasing competition for aircraft ABS.

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August 22, 2019

Looking Past the Liquidity-Driven Rally

Credit spreads could get tighter in this liquidity-driven rally, but history has shown that the potential for widening from here is much greater.

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August 22, 2019

Bank Loans: Favorable Technicals Lift Prices

Secondary loan prices rose in the second quarter on the back of robust CLO demand.

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August 22, 2019

Commercial Mortgage-Backed Securities: CRE-CLO Evolution

The CRE-CLO product is in its early years while conduit is showing its age.

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August 22, 2019

Commercial Real Estate Debt: The Rising Cost of Housing

Real estate investors mull the ramifications of rent control.

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August 22, 2019

High-Yield Corporate Bonds: The Rally that Lacks Conviction

Not all prices in a strong first half were lifted equally by this Fed-induced rally.

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August 22, 2019

Investment-Grade Corporate Bonds: Limited Upside

Positive performance could be tempered by any number of disruptive events in the third quarter.

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August 22, 2019

Portfolio Management Outlook: Avoiding the Fate of ‘98

We do not think the rally in risk assets is sustainable.

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August 22, 2019

Fed Cuts Rates as Downside Risks Build

The U.S. economy is strong, but soft inflation and downside risks to growth prompted the first Fed rate cut since 2008.

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