Week in review

Relative stability | Another record | Improved outlook | Chart of the week: Middle market consistency
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Middle market lending

The U.S. middle market is comprised of nearly 200,000 businesses and accounts for more than 47 million jobs. If ranked as a country, the U.S. middle market would represent the world’s third-largest economy. Despite its size and importance to the economy, many investors have had limited access to investing in middle market companies.
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Business development companies

A prolonged period of low interest rates has made it difficult for investors to find investments that provide a high level of current income. At the same time, in the face of sweeping regulatory changes, many banks have reduced or eliminated lending to private U.S. middle market companies. Business development companies (BDCs) have emerged as both an alternative source of income and diversification for investors and a timely source of capital for private U.S. middle market companies.
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“Easy” is relative

The Fed has made it clear it plans to follow December’s rate hike with further “removal of policy accommodation.” But just how much accommodation is there left to remove?
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Week in review

Slight gain | Middle market premium | Long shot | Chart of the week: Yield compression
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Week in review

Rotation trade | Slow but stable | Ongoing accommodation | Chart of the week: Lowered expectations for pension funds
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Week in review

Follow the money | Extraordinary transformation | Economic tailwind | Chart of the week: Ratcheting down
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Iceberg, right ahead!

There’s a glacier out there. It isn’t going to sink your boat, but it is sitting in the middle of the household balance sheet, freezing the income on savings.
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Week in review

Broad-based gains | Jobs surge | Wait and see | Chart of the Week: Keep calm and carry on
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Week in review

Right again | Further cuts | Rate reset | Chart of the week: Steady as she goes
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Week in review

Follow the polls | Over and out | Below average | Chart of the week: Cutting the fat
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Week in review

Brexit concerns build | Lower for (even) longer | Structural shifts | Chart of the week: Retail investors miss out
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Week in review

Hunt for yield | Energy rally | Going negative | Chart of the week: Zero chance
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