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Market Perspectives on High Yield & Liquidity
High yield bonds are experiencing larger price fluctuations given the low-liquidity environment and lower dealer inventories.
Chinese Non-Performing Loans – How Bad Can They Get?
The main contributor to China’s economic slowdown is its manufacturing sector, which is suffering due to overcapacity and lower global[…]
US Housing: Prices Driven Up By Limited Construction & Strong Demand
Single family construction presents a puzzle: with the economy in the seventh year of expansion, why has home construction remained[…]
BB-Rated Bank Loans Can Make It Better: Reducing Volatility, Drawdown Risk
Our bank loan team has long believed that BB-rated bank loans can be very attractive to asset allocators who wish[…]
Boring Ol’ TIPS – Not So Boring Now
TIPS seem to be en vogue. Why the interest in this relatively unexciting, high-quality asset class?
What Happens to High Yield, Happens to Bank Loans—Only Less
One of the phrases our bank loan team loves to use is “whatever happens in the high yield market, happens[…]
Fallen Angels: For Investment Grade Investors, Patience is a Virtue
Since January, Moody’s has stripped 33 US corporations of their investment grade status — the highest yearly number since the[…]
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