Whatever the exact cause of recent volatility, the more significant point is that it was an opportunity to add credit risk amid a positive outlook.

From 2022-2023, would-be issuers of high yield bonds held off, waiting for conditions to improve. That time may have come.

The wealth effect will continue to support consumer spending, even as slowing wage gains and high prices weigh on low-income consumers.

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

As we approach the halfway point of the year, all eyes remain on Federal Reserve policy and the pace of inflation’s downward trend.

Fed Chair Powell puts stagflation in context: GDP is bubbling along and inflation is on a yearlong cooling path, giving bond investors reason for optimism.

Just like we thought investors were too optimistic to start the year, we feel the outlook for monetary policy is too pessimistic now.

Highlights from the week of May 10 – May 16, 2024.

Our investment professionals weigh in on the impact of delayed rate cuts on portfolios and investor behavior.

Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.