A Bird's-Eye View of the Bond Market
A Bird's-Eye View of the Bond Market
Latest Episodes
Financing the AI Buildout: Opportunities and Risks Across Credit Markets
AI’s rapid expansion is creating significant financing needs across investment-grade credit, structured products, infrastructure, and private markets. Mike Cloutier and Andy Smock discuss how evolving structures are reshaping the credit landsca...
The Great Agg Shift: How the Bond Market Quietly Transformed
In this episode, Mike Cloutier and Andy Smock break down how the Bloomberg U.S. Aggregate Index has evolved over the past two decades. From surging Treasury issuance to shrinking structured products and a 30% increase in duration, they explore ...
Welcome Aboard – Meet Marcela Saavedra Gonzalez, Our Newest Team Member!
In our latest podcast episode, we’re excited to introduce the newest member of our investment team, Marcela Saavedra Gonzalez. Join Alli Morse, Principal and Relationship Manager, for a Q&A session exploring Marcela’s journey to Merganser, ...
Unpacking the 2023 Banking Crisis: Causes, Risks, and the Future Outlook
The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramif...