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Recent Perspectives

October 15, 2018

Beneath the Tide of Rising Earnings

Factors that have contributed to strong earnings growth this year will fade in 2019 and turn into headwinds in 2020, exposing leveraged corporate borrowers.

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August 23, 2018

Agency Mortgage-Backed Securities: Smooth Sailing

Steady performance despite market volatility in the first half of 2018 validates the sector’s defensive profile.

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August 23, 2018

Asset-Backed Securities and CLOs: Capturing the Information Premium

Supply weighs on CLO markets, but opportunities abound in commercial ABS.

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August 23, 2018

Bank Loans: Rising Carry Continues to Attract Flows

Rising net supply of institutional loans has weighed on performance, but rising carry attributed to higher Libor continues to attract inflows.

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August 23, 2018

Commercial Mortgage-Backed Securities: Watching Structural Developments

Full-term interest-only loans and higher debt service coverage ratios support AAA-rated interest-only bonds.

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August 23, 2018

Commercial Real Estate Debt: The Song Remains the Same

Borrowers continue to benefit from low interest rates and an abundance of capital, but values may be coming down.

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August 23, 2018

High-Yield Corporate Bonds: A Credit Picker’s Market

Technical dynamics weigh on high-yield rallies despite improving fundamentals.

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