News & Insights
Commentary
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July 20, 2026 | Monday Morning Perspectives
Cooling Inflation, Rising Oil and the Start of Earnings Season -
July 16, 2026 | Chart of the Week
The Frequent Issuer Discount -
July 13, 2026 | Monday Morning Perspectives
Inflation and Earnings Take Center Stage -
July 9, 2026 | Chart of the Week
The American Consumer is Holding On – But For How Long? -
July 6, 2026 | Monday Morning Perspectives
Mixed Jobs Data, Falling Yields and Fed Watch in Focus -
July 2, 2026 | Chart of the Week
SpaceX Shares Take Flight Post-IPO but Have Come Back Down to Earth -
June 29, 2026 | Monday Morning Perspectives
Tech Repricing Meets Sticky Inflation -
June 25, 2026 | Chart of the Week
Treasury Curve Shape and Credit Spreads -
June 22, 2026 | Monday Morning Perspectives
Warsh's Debut and a Hormuz Reopening -
June 18, 2026 | Chart of the Week
The PIK Picture: Tracking Non-Cash Income in BDC Portfolios
News & Press
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July 30, 2025 | In the Media
Chief Investment Officer Mark Heppenstall Talks Market Momentum, Fed Expectations and Trade Uncertainty on Fox Business’ “Mornings with Maria” -
June 4, 2025 | In the Media
Chief Investment Officer Mark Heppenstall Returns to Fox Business’ “Mornings with Maria” to Discuss Treasury Yields, Trade Negotiations and Market Volatility -
May 30, 2025 | In the Media
Portfolio Manager George Cipolloni Discusses Stock Selection, Pricing Power and Margin Pressure on Reuters “Market Talk” -
May 5, 2025 | In the Media
Portfolio Manager George Cipolloni Talks Trade Uncertainty, Earnings Trends and Market Stability on Fox Business’ “Mornings With Maria” -
April 30, 2025 | In the Media
Portfolio Manager George Cipolloni Discusses Earnings Season Amid Market Uncertainty on CNBC “Power Lunch” -
April 23, 2025 | Press Releases
Performance Excellence, Delivered Year After Year -
April 4, 2025 | In the Media
Portfolio Manager George Cipolloni Previews Earnings Season on Yahoo! Finance “Wealth” -
April 1, 2025 | In the Media
CIO Mark Heppenstall Weighs in on Auto Tariffs, Economic Uncertainty and Fixed-Income Opportunities on Fox Business’ “Mornings With Maria” -
March 28, 2025 | In the Media
Portfolio Manager George Cipolloni Talks Market Rotation, Fed Policy and Where To Find Value on BNN Bloomberg “The Open” -
March 21, 2025 | In the Media
Portfolio Manager George Cipolloni Discusses Market Turbulence, Consumer Confidence and Growth to Value Rotation on Reuters “Market Talk”