Person looking through periscope

U.S. Housing: Headlines Suggest Trouble

But what do Mortgage Credit Fundamentals Say?


The Growing Glut of BBB Debt: Risk Now or Later?

Issuance of BBB-rated corporate debt has soared. How should investors be thinking about risk in this environment?

ipad charts with glasses and pen

When Markets and Macros Align, Certain Risk-Rewards Can Make Sense

The curious case of triple-C’s and short IG corporates.