Where has all the diversification gone?

In this research note, we discuss what happens when many traditional sources of portfolio diversification fail, and how liquid alternative funds may offer a compelling case for diversifying exposure.
See more

Reframing the role of alternatives

A new research study by FS Investments and InvestmentNews Research provides insight on advisor and investor goals and their knowledge of alternatives’ benefits, drawbacks and role in constructing diversified portfolios.
See more

Q1 2020 Corporate credit outlook: Being selective in 2020

2019 was a remarkable year for corporate credit markets and the fundamental backdrop remains supportive heading into 2020. But one statistic keeps us from predicting another banner year. In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
See more

“Overbloan” concerns?

Long-term loan issue trends and ratings declines have changed the market’s composition and relationship to other credit investments. Read our research note to understand how the opportunity and risks have shifted in today’s loan market and the impact on investors.
See more