Research



Capital Markets Review

Current Issue: Capital Markets Review

During the first two months of Q3, capital markets generally tracked the same trends that drove returns during the latter half of Q2, however volatility returned later in the period. After strong results in the first two months of the quarter, returns from risk assets reversed in September, due to growing concerns over a stagnating recovery and...
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Investment Perspectives

Current Issue: Distressed Debt Opportunity

Given the extent of the recent, pandemic-driver economic and market disruption and the highly levered state of most US corporate borrowers, we expect that a large and sustained distressed debt cycle is likely to emerge over the course of the next year. In past periods of economic stress, the inefficient...
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