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.
Insights
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.