A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
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How might capex spending on artificial intelligence be impacting credit spreads?
So far in 2025, EM sovereign supply hit record levels with a trend of issuing in non-dollar currencies seen. What are the benefits for issuers and investors?
Are tight spreads justified and what tools can potentially help enhance returns?
An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
While the subprime consumer is becoming strained and delinquencies in that segment are on the rise, ABS exposed to the prime consumer remain on solid footing.
Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income investors.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.