David Marshak
Fixed Income Portfolio Manager
Boston

Insights By David Marshak

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Credit Investment grade Economic cycle Fixed income Interest rates Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Can US bank loans “carry” investors through 2023?

Fixed Income Portfolios managers Jeffrey Heuer, CFA and David Marshak and Investment Director Nick Leichtman describe what they see as the most prudent approach to the bank loans asset class in 2023 and why.

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Jeffrey Heuer, CFA

David Marshak

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Quick Take
2024-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit Inflation Interest rates Volatility Asset allocation Fixed income Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three tailwinds that could power CLO equity in 2023 and beyond

Three members of our fixed income team argue that the headwinds currently facing CLO equity should give way to improved returns in 2023 and beyond.

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Quick Take
2023-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Interest rates Inflation Credit Asset allocation Fixed income USA Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Bank loans: Can issuers overcome higher interest expenses?
The short answer, according to Fixed Income Portfolio Managers Jeff Heuer and David Marshak, is that many can. And, they believe bank loans can outperform many other fixed-income sectors over the next 12 months.
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Multiple authors

event
Quick Take
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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