Research

Key Themes for 2023: Trading

      Key Themes for 2023: Trading   Trading Zach Tucker, Head of Trading If 2021 was the celebration party for portfolio trading (PT), then 2022 was the year of the exchange-traded fund (ETF). We closed 2021 engaged with numerous counterparties...

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Key Themes for 2023: High Yield and Leveraged Loans

    Key Themes for 2023: High Yield and Leveraged Loans     High Yield and Leveraged Loans Garrett Olson, Portfolio Manager, HY Credit   Fundamentals Leveraged finance fundamentals look relatively resilient as we enter 2023. Per J.P. Morgan 3Q...

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Key Themes for 2023: Investment Grade Credit

    Key Themes for 2023: Investment Grade Credit Investment Grade Credit Jonathan Aal, Portfolio Manager, IG Credit   We have gone through one of the largest and quickest repricing of capital in the history of U.S. financial markets. As of December 13,...

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Key Themes for 2023: Macro, Rates and Curve Outlook

    Key Themes for 2023: Macro, Rates and Curve Outlook Macro, Rates, and Curve Outlook Lindsay Bernum, Head of Macro and Rates     Macro After the Fed raised rates over 400bps in 2022 and will likely take the Fed Funds Rate to a terminal level...

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Thought Leadership