AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.
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.
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?
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
The market has become much less cyclical over time, and valuations have increased alongside growth and quality.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
How balanced strategies can help investors stay true to their long-term objectives.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
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.
We explore the different types of investor and their motivations for investing in CLO ETFs.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?