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Market insights

A cold shower for corporate America?

While equity markets have appeared to enjoy a recovery, corporate defaults provided a cold dose of reality. Tabula CIO Jason Smith looks at the outlook for North American corporate credit and how investors can manage their risk.

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Monthly review – June 2020

June 2020

Most financial market indicators remain optimistic relative to economic indicators, but the outlook for equity dividends looks bleak. The FT reports that total dividend payouts by European companies are expected to fall between 30% and 50% this year.

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Monthly review – April 2020

April 2020

April saw markets rebound strongly as volatility declined from extreme levels and the “new normal” settled in. But considerable uncertainty remains.

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