Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
Boring Ol’ TIPS – Not So Boring Now
TIPS seem to be en vogue. Why the interest in this relatively unexciting, high-quality asset class?
Relationships Are Complicated: Crude Oil and US Equities
Over the last 30 years, the correlation between crude and US equities has been essentially zero. But in the first[…]
Green Shoots in China Promising, but Temporary
The ‘green shoots’ we see in the Chinese economy are not likely to persist and I expect softness to resume[…]
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[…]
Stay up to date on the latest insights, news and press releases
Many investors face challenges navigating the complexity & fluidity of the financial landscape. Stay informed about market trends & subscribe to our insights & In Short research notes.