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Adnate Journal

Instinct vs. Metrics: The Case for Data-Driven Credit Investing Over Gut Feel
In the complex world of credit markets, there is a persistent truth that may unsettle some of Wall Street’s old guard: deep analysis and disciplined strategy often trump the most

Market Caution: Are Fed Cut Expectations Too Optimistic?
Investors have been quick to recalibrate their expectations following the Federal Reserve’s recent pivot towards monetary easing. The Fed’s shift from aggressive rate hikes to cuts, aimed at softening economic

Coverage Ratios Begin to Ease
Over the past 18 to 36 months, the Federal Reserve’s shifting policies have significantly impacted interest coverage ratios within the investment-grade credit space. From March 2022 to September 2024, the