Aspects of consumer asset-backed securities (ABS) seem to be a lightning rod for negative press...

Securitized Research, Fixed Income, COVID-19

New bond issuance exploded to record highs in 2020. Amid the crisis of a pandemic, companies were..

Fixed Income

Rising yields and a steeper yield curve are par for the course as an economy enters the recovery..

Macro Strategies, Fixed Income, The Fed, Recovery, Reflation

The municipal market sold off significantly over the past two weeks. Now that the market seems to..

Fixed Income, Municipals, Recovery, Reflation

About a week ago, an unprecedented polar vortex descended upon the southwestern United States. The..

Credit Research, Fixed Income, Municipals

1. The securitized credit sector has lagged the recent broad rally in risk assets. How do you..

Securitized Research, Fixed Income, Sector Outlook