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Featured Insight
Credit Market Themes in 5 Charts
Q1 2025
Irvin He
Manager, Client & Product Solutions
Liam O'Sullivan
Principal, Co-Head of Client & Product Solutions
As we head into the second quarter of 2025, we have compiled five charts that we think highlight some of the key themes and opportunities we see in the current market environment.
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Credit Market Themes in 5 Charts
Q1 2025
Certain of Uncertainty
Notes from the Trading Desk - Q1 2025
Steady Through the Storm
A disciplined approach amid tariff uncertainty
Featured Insight
Certain of Uncertainty
Notes from the Trading Desk - Q1 2025
Lydia George
Director of Marketing & Sales Enablement
The first quarter of 2025 brought renewed volatility as trade tensions escalated with the latest U.S. tariff announcement. While prolonged uncertainty may be challenging, having an active and disciplined investment approach enables us to continue adding value.
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Credit Market Themes in 5 Charts
Q1 2025
Certain of Uncertainty
Notes from the Trading Desk - Q1 2025
Steady Through the Storm
A disciplined approach amid tariff uncertainty
Featured Insight
Steady Through the Storm
A disciplined approach amid tariff uncertainty
Liam O'Sullivan
Principal, Co-Head of Client & Product Solutions
Market reaction to the April 2nd tariff announcements was swift and negative. While uncertainty runs high, we remain committed to a disciplined and steady approach to balance capital preservation and value generation.
Read More
Credit Market Themes in 5 Charts
Q1 2025
Certain of Uncertainty
Notes from the Trading Desk - Q1 2025
Steady Through the Storm
A disciplined approach amid tariff uncertainty
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