For Financial Professionals in the US
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge Shared.
Not Your Traditional Cycle
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Subscribe for relevant insights delivered straight to your inbox
Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.
A look at factors shaping credit markets, from central bank support to potential resilience from financials.
Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.
Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.
Illiquidity has climbed in markets as investors worry about economic growth. But options prices now signal an improved risk/reward ratio for equities.
The spreading coronavirus has caused investors to worry about earnings growth. But as history shows, markets can rebound sharply once virus fears ease.