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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[…]

Relative Return
Market Commentary & Outlook
Italy Rejects Constitutional Reform Referendum
May 11, 2017•2 min read

Italy Rejects Constitutional Reform Referendum

Italy rejected Prime Minister Matteo Renzi's constitutional reform in Sunday’s referendum, as polls had predicted.

Macro Strategies
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