Fixed Income
Five signals credit investors are watching now
Spreads remain tight, but refinancing conditions and default dispersion are creating selective opportunities.
MARKETS CORRESPONDENT
Income Desk covers global markets, investment strategy, and the economic forces shaping portfolio decisions.
4 published storiesLATEST WORK
Fixed Income
Spreads remain tight, but refinancing conditions and default dispersion are creating selective opportunities.
Fixed Income
The shape of the curve is changing again, offering clues about growth expectations, liquidity, and policy risk.
Fixed Income
Rapid growth has expanded opportunity, but underwriting quality is becoming the defining issue for private lenders.
Fixed Income
Tax-adjusted income and improving issuer fundamentals are bringing municipal debt back into focus.