June 28, 2019 in Market Commentary

Quick Take: Credit Fundamentals in High Yield

As the credit cycle drags on, investors are on the lookout for any cracks that could spread across the market. With that in mind, is the state of credit fundamentals…
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March 14, 2019 in Market Commentary

2019 Credit Outlook

We are heading into the final few weeks of the first quarter, and thus far, 2019 has brought a welcome recovery from the chaos that wreaked havoc on markets in…
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July 5, 2018 in Market Commentary

Senior Loans: A Fixed-Income Solution for Rising Rates and a Late-Stage Cycle

Why bank loans may offer benefits in today’s economic and market environment… The fixed-income landscape is shifting as rates rise and as we press on in the late stages of…
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June 22, 2018 in Market Commentary

MSCI Upgrades Argentina to Emerging Markets Status: Outlook Post-EM Index Announcement

Earlier this week, MSCI announced that Argentina will be included in its MSCI Emerging Markets (EM) Index. The much-anticipated news brought relief to investors, as the country has faced a…
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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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