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Recent Perspectives

April 10, 2019

Positioning Life Insurance Portfolios for the Next Recession (and Beyond)

Given that we are late in the business cycle, life insurers must prepare their portfolios now to avoid reliving the painful lessons learned in the last crisis.

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April 09, 2019

Forecasting the Next Recession: How Severe Will the Next Recession Be?

Our Recession Probability Model and Recession Dashboard suggest the recession could come as early as first half of 2020 but may not be as severe as past recessions.

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March 07, 2019

Fixed-Income Outlook Chart Highlights: Q1 2019

Selected charts from our First Quarter Fixed-Income Outlook illustrate why we believe late-cycle drama is unfolding.

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March 07, 2019

Agency Mortgage-Backed Securities: Flight to Quality

With solid fundamentals and fair valuations in a periodof weak technical factors, select Agency MBS appears relatively attractive.

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March 07, 2019

Asset-Backed Securities and CLOs: A Wild Ride on Santa's Sleigh

A sharp December selloff highlights the need to remain
vigilant.

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March 07, 2019

Bank Loans: December Lessons

Loan investors learned about illiquidity during December’s volatility, but careful positioning can still add value.

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March 07, 2019

Commercial Mortgage-Backed Securities: Defensive Play

Volatile market conditions call for a focus on loss-remote, amortizing bonds and CRE-CLO deals with proven sponsors.

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