What we’re watching

Pete Robinson dives into the impact of rate hikes on various markets – from housing to credit and fixed income.

We provide our perspective on public and private credit markets covering the first major risk off event since the COVID-19 pandemic commenced in 2020 and discussing the implications of the sharpest increase in interest rates in recent memory.

While we remain in lockdown, we ask our investment teams why these lockdowns seem different and what’s expected in 2022 and beyond.

We’re feeling pretty queasy about 2021. Now to be fair, us fixed income managers are rarely the glass-half-full types.