Investment

With no LIBOR replacement yet identified, investors should emphasize flexibility in the rate-conversion provisions of their senior loan documents.

Tapping the securitized market can help plan sponsors diversify the corporate credit risk in their LDI portfolios without sacrificing yield and total return potential.

Ominous headlines suggest growing risk on corporate balance sheets, but don't forget about broader strength in the U.S. consumer.

Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.