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Ill-timed fiscal stimulus will require more aggressive Fed policy tightening, ultimately ending in recession.
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We expect stable performance amid increased supply and a benign prepayment environment.
We continue to find opportunities in CLOs and ABS, but look for ways to limit risk as the credit cycle nears its end.
Concerns about inflation and a steeper path for Fed rate hikes buoyed investor demand for floating-rate assets, but defaults are ticking higher.
We focus on originator and manager experience as new entrants flood the CRE CLO market.
With falling sales volume and normalized maturities, the supply of mortgage loan opportunities will be significantly less this year.
Demand for high-yield corporate bonds waned in the first quarter as Treasurys sold off, but signs of a turnaround are visible.
Changes in monetary policy, rising corporate leverage, and a deteriorating technical landscape are taking a toll.
Income-seeking retail investors are driving the market for municipal bonds, but a disciplined approach can still uncover opportunities.
Improving fundamentals and limited supply have insulated the sector from broader market volatility.
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