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European Banks: Be Mindful of Risks in 2017
European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]
Japan: 5 Reasons to Be Optimistic Despite the Demographics
Despite Japan's demographic challenges, I see several significant bright spots which bode well for the future.
Crude Oil: The Bane of a Commodity Trader’s Existence
Oil traders everywhere probably had their fingers crossed that oil’s craziest trading days would not persist into the New Year.
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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