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Alpha Engine Perspectives
Getting a Mortgage is Harder Than Ever
May 12, 2017•3 min read

Getting a Mortgage is Harder Than Ever

There’s an important debate bubbling among investors and policy-makers: have residential mortgage lending standards tightened too much for too long[…]

Mortgage & Structured Finance
Alpha Engine Perspectives
Bank Loans: 3 Key Things You Should Know
May 12, 2017•2 min read

Bank Loans: 3 Key Things You Should Know

Many characteristics make bank loans stand out from their fixed income peers, but here are three key factors we believe[…]

Full Discretion
Alpha Engine Perspectives
Global Banks – Who Is Swimming Naked?
May 12, 2017•4 min read

Global Banks – Who Is Swimming Naked?

The outlook for most large banks around the world remains favorable – one reason is that many global banks have[…]

Global Equity Opportunities
Alpha Engine Perspectives
European Banks: Be Mindful of Risks in 2017
May 12, 2017•3 min read

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[…]

Global Equity Opportunities
Alpha Engine Perspectives
Japan: 5 Reasons to Be Optimistic Despite the Demographics
May 12, 2017•3 min read

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.

Global Equity Opportunities
Alpha Engine Perspectives
Crude Oil: The Bane of a Commodity Trader’s Existence
May 12, 2017•4 min read

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.

Alpha Strategies
Alpha Engine Perspectives
US Housing: Prices Driven Up By Limited Construction & Strong Demand
May 12, 2017•3 min read

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[…]

Mortgage & Structured Finance
Alpha Engine Perspectives
BB-Rated Bank Loans Can Make It Better: Reducing Volatility
May 12, 2017•2 min read

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[…]

Full Discretion
Alpha Engine Perspectives
What Happens to High Yield
May 12, 2017•2 min read

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[…]

Full Discretion
Alpha Engine Perspectives
Fallen Angels: For Investment Grade Investors
May 12, 2017•4 min read

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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