Insights

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US leveraged credit in 2023: Historically attractive yields should outweigh growing concerns

January 26, 2023

Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.

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Fixed income themes for 1H23: The economy's moment of truth

December 20, 2022

As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.

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2023 outlook: The good, the bad and the unknown

December 20, 2022

For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors.

Slow Progress Better Than No Progress

February 19, 2021

Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.

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