Corporate Credit Outlook 2022 – Time to Harvest Carry
While risks remain, we expect the global economic momentum to continue into 2022, creating a potentially positive backdrop for credit.
US High Yield – The Law of Supply and Demand
An anticipated increase of rising stars in US high yield over the next 12 to 18 months could result in a strong technical backdrop for the asset class.
Inflation – A Perfect Storm
Deeply interconnected global themes are driving inflationary pressures, it’s not just because of a post-COVID surge in economic activity argues Tatjana Greil-Castro.