1.In a March blog post, you referred to loans as “stupid cheap." How do fundamentals and..

Bank Loans, COVID-19

Loans are senior and secured, so they are generally at the head of the queue if there is a default...

Bank Loans, COVID-19

I expect to see a combination of anti-viral medications and vaccines develop over 6 to 12 months..

Bank Loans, COVID-19

Markets appear to expect the Federal Reserve to hold interest rates steady during 2020. In this..

Bank Loans, Sector Outlook

As we close out 2019, we took a look back at the year’s most popular blog posts. In a year full of..

Macro Strategies, Bank Loans, Securitized Research, Emerging Markets, Currency

Losing interest in bank loans now that rates have begun to fall? It’s a common gut reaction for..

Bank Loans