Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Private credit has become a core allocation for investors. Hear insights from Janus Henderson and Victory Park Capital on the risk and opportunities in MENA and asset-backed finance.
Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Four reasons to be bullish on MBS in 2026.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
Modest economic growth should support high yield bonds but rich valuations demand selectivity.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
Global issuance and regulatory alignment are unlocking scale and diversification in securitised credit, offering resilience and relative value for 2026.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.