August 17, 2016

Shifting Demand Results in Opportunity

Value in new-issue aircraft lease transactions and CLOs backed by loans to middle market companies.


August 17, 2016

No Need to Fear Refi Wave

Demand remains strong as Agency MBS is one of few positive-yielding, high-quality asset classes.


August 17, 2016

Not Too Hot, Not Too Cold

Moving slightly down in quality as loans deliver steady performance.


August 17, 2016

A Rally in Spreads, a Surge in Supply

Market volatility in the first half of 2016 has given way to a sharp rally in CMBS spreads and resurgence in CMBS issuance.


August 17, 2016

Will the Party Continue?

Despite positive fundamentals, the second quarter saw a significant decrease in lender appetite.


August 17, 2016

Energy Leads the Way

The energy sector currently offers the best potential total return upside in the high-yield space.


August 17, 2016

Global Demand Meets Abundant Supply

Relatively high yields and abundant supply entice global fixed-income investors.


August 17, 2016

Watching Election-Season Tax Debates

Talk of tax reform will likely create uncertainty in the otherwise-robust municipal bond market.


August 17, 2016

Market in Slow Motion

Constructive themes of improving fundamentals and limited supply remain firmly in place.


August 17, 2016

U.S. Beckons Yield-Starved Global Investors

Investors from outside of the United States seeking higher relative yields will likely continue to support Treasurys as global rates languish.


FEATURED PERSPECTIVES

August 24, 2016

A New Policy Orthodoxy Is Emerging

Central bank policies implemented in the near-term may seem extreme today, but they will likely soon become policy orthodoxy.

August 17, 2016

Fixed-Income Outlook: Finding Relative Value with One Eye on Global Central Banks

Our third quarter 2016 report, details our current fixed-income strategy, economic outlook and where we see relative value.

July 14, 2016

High-Yield and Bank Loan Outlook – July 2016

Despite the selloff following Brexit, high-yield bonds and bank loans still turned in impressive quarterly returns, but recovery rates bear watching.







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