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Joscelyn MacKay

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  1. Credit Market Outlook: Tight Spreads Will Keep a Lid on Returns

    As credit spreads have tightened on a nearly continuous trend over the past year, they are becoming richly valued relative to their historical average.

  2. Credit Market Outlook: Bonds Priced for the Benign

    Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.

  3. Our Outlook for the Credit Markets

    Widening investment-grade credit spreads and rising interest rates lead to losses.

  4. Our Outlook for the Credit Markets

    Rising interest rates have taken their toll, but as the Fed delays dialing back on stimulus, investors are poised to recapture some of their losses.

  5. Our Outlook for the Credit Markets

    The corporate bond market will probably struggle to return much above break-even in 2014.

  6. Credit Outlook: Sector Updates and Top Bond Picks

    Get our sector-by-sector take on the bond market, plus our five best bond ideas.

  7. Specialty Retail: Ad Hoc Opportunity

    Each specialty retail segment is not like the others; our analysts have scoured the industry’s credit offerings to find the best deals.

  8. Credit Outlook: Sector Updates and Top Bond Picks

    Our sector-by-sector take on the corporate credit markets, plus top bond picks.

  9. Old Media, Through an ETF

    An idea so contrarian that few ETFs exist to capitalize on it.

  10. Credit Outlook: Sector Updates and Top Bond Picks

    Get our sector-by-sector take on the bond markets, plus our five best bond ideas.

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