1. US investment grade spreads have returned to pre-pandemic levels. What are your expectations for..

Fixed Income, Sector Outlook

1. Loans are often overlooked when investors are hunting for yield. Why is that, and how do loan..

Bank Loans, Fixed Income, Sector Outlook

1. Net leverage in the euro investment grade (IG) credit market reached all-time highs in 2020...

Fixed Income, Sector Outlook

1. Emerging markets (EM) corporate spreads have almost recovered to year-end 2019 levels, as strong..

Emerging Markets, Fixed Income, Sector Outlook

1. Outside of Europe and Hong Kong, global equity markets are near all-time or 52-week highs. What..

Equity Research, Emerging Markets, Sector Outlook

For months now, US political watchers have been focused on the first week of January 2021. It was..

Macro Strategies, Election