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Manager Commentaries

A look at leveraged loans and CLOs

A look at leveraged loans and CLOs

A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).

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U.S. recession ifs and whens

U.S. recession ifs and whens

The U.S. will likely avoid a recession in 2022, in our view. That risk rises next year as the Fed raises rates and China decelerates.

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Investment updates

By the numbers

The global economy this week

June 27 — Highlights of the past week, from central bank policies to trade and currency trends.


EUROZONE: The Flash PMI Composite Output Index dropped to 51.9 in June from 54.8 in May.

See full update


Most recent

Equity Insights  |  June 1, 2022

Why a repeat of the “stagnant ‘70s” is unlikely

Capital Markets Outlook  |  Q2/2022

The end of the Great Moderation

Fixed Income Outlook  |  Q2/2022

Bond market swings mirror investor unease


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