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Recent Perspectives

September 15, 2023

Third Quarter 2023 Quarterly Macro Themes

Research spotlight on what’s next.

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July 26, 2023

The Transition Away from Libor

Publication of U.S. dollar Libor ceased on June 30, 2023

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July 19, 2023

Capital Rationing in Leveraged Credit

Appealing yields and cautious markets.

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June 28, 2023

Building an Active Fixed-Income Investing Process on a Foundation of Behavioral Finance

Our investment process has shown behavioral science can deliver real-world solutions.

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