How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?
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Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
Here we look at navigating the regulatory frameworks around investing in the European securitised market.
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
A look at seasonal patterns in high yield and prospects for the coming months.
Ranking the best-performing U.S. fixed income sectors of 2024.
Investors sitting in cash may be leaving yield on the table.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?