Insights

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Investing

New Pope's Lifetime Ministry Consistent With 2022 Catholic Investing Principles

By James Spidle

The social doctrine of the Catholic Church guides its investment policy.

Corporate

Q2 2025 Corporate Bond Market Outlook

April 15, 2025 - Nicholas Elfner

IG corporate new issuance surprised to the upside and registered a record first quarter with about $585 billion of bonds issued.

Corporate

Q1 2025 Corporate Bond Market Outlook

January 8, 2025 - Nicholas Elfner

Credit quality improved in 2024 on margin expansion and stabilizing leverage. Entering 2025, we expect stable credit fundamentals but see more debt-funded M&A as a risk.

Corporate

Q4 2024 Corporate Bond Market Outlook

October 9, 2024 - Nicholas Elfner

Attractive all-in yields, favorable flows, and stable fundamentals drive a modest overweight to the IG corporate bond sector, in our view.

Corporate

Q3 2024 Corporate Bond Market Outlook

July 10, 2024 - Nicholas Elfner

Entering the third quarter, corporate event risk, geopolitical risk, and valuations warrant monitoring for potential impact on the corporate bond market outlook.

Corporate

Q2 2024 Corporate Bond Market Outlook

April 5, 2024 - Nicholas Elfner

IG issuer credit fundamentals are still broadly stable, and margins are hovering near their highest levels in 10 years.

Corporate

In Evaluating Risks from Weather Extremes, Insurers and Bond Investors Share Strategies and Goals

September 18, 2023 - Robert Fernandez, Joshua Stein

P&C insurance companies and bond investors find common approaches to integrate climate risk into their investment options.