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Recent Perspectives

May 17, 2018

Macroeconomic Outlook: When Fiscal and Monetary Policy Collide

Ill-timed fiscal stimulus will require more aggressive Fed policy tightening, ultimately ending in recession.

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May 17, 2018

Agency Mortgage-Backed Securities: Weathering the Storm

We expect stable performance amid increased supply and a benign prepayment environment.

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May 17, 2018

Asset-Backed Securities and CLOs: Wary of Hidden Risks

We continue to find opportunities in CLOs and ABS, but look for ways to limit risk as the credit cycle nears its end.

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May 17, 2018

Bank Loans: A Double-Edged Sword

Concerns about inflation and a steeper path for Fed rate hikes buoyed investor demand for floating-rate assets, but defaults are ticking higher.

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May 17, 2018

Commercial Mortgage-Backed Securities: Stay Disciplined

We focus on originator and manager experience as new entrants flood the CRE CLO market.

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May 17, 2018

Commercial Real Estate Debt: Musical Chairs

With falling sales volume and normalized maturities, the supply of mortgage loan opportunities will be significantly less this year.

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May 17, 2018

High-Yield Corporate Bonds: Turning the Corner

Demand for high-yield corporate bonds waned in the first quarter as Treasurys sold off, but signs of a turnaround are visible.

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May 17, 2018

Investment-Grade Corporate Bonds: The Easy Money Has Been Made

Changes in monetary policy, rising corporate leverage, and a deteriorating technical landscape are taking a toll.

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May 17, 2018

Municipal Bonds: Driven by Individual Investors

Income-seeking retail investors are driving the market for municipal bonds, but a disciplined approach can still uncover opportunities.

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May 17, 2018

Non-Agency Residential Mortgage-Backed Securities: Investor Demand Meets Short Supply

Improving fundamentals and limited supply have insulated the sector from broader market volatility.

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