Beyond Bulls & Bears

An Unconstrained View of Corporate Credit Amid the Rate Debate
Fixed Income

An Unconstrained View of Corporate Credit Amid the Rate Debate

July 2014 brought a summer swoon to the US high-yield sector, as selling pressure hit despite what many analysts by and large dubbed a respectable ...

Corporate Credit Charting its Own Course
Fixed Income

Corporate Credit Charting its Own Course

As we look forward into 2014, we see relatively few large issuers that appear at risk for default, which should help to support both high-yield and bank loan credit fundamentals.

“Great Rotation?” How About “Selective Rotation?”
Fixed Income

“Great Rotation?” How About “Selective Rotation?”

A few months ago there was a lot of buzz about a so-called “Great Rotation,” used to describe an investor exodus from fixed income and into ...

Silver Lining: Fed’s “Tapering” Signals Stronger Economy

Silver Lining: Fed’s “Tapering” Signals Stronger Economy

Seeking a Fixed Income Fix

Seeking a Fixed Income Fix