FEATURED COMMENTARY

2018 CREDIT OUTLOOK

January 2018

QUICK TAKE: INTEREST DEDUCTIBILITY CHANGES IN THE TCJA

January 2018

INVESTMENT INSIGHTS

January 31, 2018 in Market Commentary

2018 Macro Outlook

MACRO OUTLOOK The “Goldilocks” economic environment of 2017 puts us in an interesting position today. The risks that threaten to upend this strength only increase the longer this dynamic lasts.…
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January 25, 2018 in Market Commentary

2018 Credit Outlook

CREDIT MARKET OUTLOOK The fuel of asset inflation and economic expansion since 2009 has been access to and availability of cheap capital. Therefore, having a finger on the pulse of…
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January 12, 2018 in Market Commentary

Quick Take: Interest Deductibility Changes in the TCJA

In the second part of our outlook on the Tax Cuts and Jobs Act (TCJA), we looked at changes to corporate interest deductibility. The bill puts a 30% cap on…
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December 14, 2017 in Market Commentary

Quick Take: Corporate Tax Rate in the TCJA

Both the House and the Senate versions of the Tax Cuts and Jobs Act (TCJA) included a 20% proposed corporate tax rate. Recently that number was adjusted to 21%, as…
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Lucy Bannon
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