Research

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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Corporate Credit Valuation in a Historical Context

  Corporate Credit Valuation in a Historical Context   At Smith Capital Investors, we are always looking for insights into what the markets are telling us and how these insights can inform our investment process. One key issue we find ourselves pondering is...

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Thought Leadership