Fixed Income

Capital building on dollar bill

The Legacy of QE: What Will History Books Say?

While dovish comments by the Fed have recently buoyed markets, looking under the hood of global central bank balance sheets raises longer-term concerns about the legacy of quantitative easing.

Bank building

CLO Hysteria: Fact versus Fiction

Ten years have passed since the financial crisis and many pundits are using this arbitrary anniversary to prognosticate the next great financial calamity. This week, CLOs take their turn in the spotlight.

Wave

The BBB-Rated Expanse: A Mass of Fallen-Angels or a Gentle Giant?

Headlines only focus on leverage—but there’s more to the story.

CLO Hysteria: Fact versus Fiction

March 20, 2019

Ten years have passed since the financial crisis and many pundits are using this arbitrary anniversary to prognosticate the next great financial calamity. This week, CLOs take their turn in the spotlight.

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Is Tech the Next Credit Bubble?

May 9, 2018

The strong growth in technology debt over the past decade has raised concerns that a bubble may be forming. However, a closer look at the data reveals that tech fundamentals are generally healthy.

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