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Recent Perspectives

January 17, 2020

For a Sustainable Future, Measure Economic Impact Not Output

Economic statistics do not measure social or environmental impact.

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December 23, 2019

Signs of Life in Global Manufacturing

The beleaguered manufacturing sector is showing signs of improvement.

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December 23, 2019

Fixed-Income Outlook Chart Highlights: Q4 2019

Selected charts from our Fourth Quarter Fixed-Income Outlook illustrate the risk and reward of “mid-cycle” rate cuts.

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December 23, 2019

Agency Mortgage-Backed Securities: Flight Risk

Prepayment risk for recently originated mortgages remains high as mortgage rates continue to fall.

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December 23, 2019

Asset-Backed Securities and CLOs: Focus on High Quality, New Issue

We prefer short, senior CLO tranches and new-issue commercial and aircraft ABS.

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December 23, 2019

Bank Loans: Ratings Migration Signals Trouble Ahead

Worrisome pace of downgrades in the leveraged loan market is likely to continue.

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December 23, 2019

Commercial Mortgage-Backed Securities: Strong Demand, But Not for WeWork

Liquidity remains strong after the largest post-crisis SASB and CRE-CLO deals.

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December 23, 2019

Commercial Real Estate Debt: Can Coworking Work?

WeWork’s failed IPO does not signal the demise of flexible office space.

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December 23, 2019

High-Yield Corporate Bonds: Cracks Are Forming

Investors should continue to limit exposure to CCCs despite recent cheapening because of the asymmetry of potential spread outcomes.

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December 23, 2019

Investment-Grade Corporate Bonds: Walking the Tightrope

Demand for investment-grade corporate bonds should remain strong.

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