Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Insights
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.
Exploring the dispersion in the loan market.
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.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
BBB CLOs combine income, structural resilience and diversification benefits, offering an alternative way to reshape credit exposure for a late‑cycle environment of tight credit spreads.
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.
Private credit is expanding rapidly – and asset-backed finance (ABF) is leading its next phase. In 2026, we believe the winners will be defined by transparency, data precision, and disciplined execution.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.