Why CLOs are well positioned for the current investment backdrop.
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.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
Current trends, risks, and opportunities for investors within the office real estate market.
In contrast to many securitized credit sectors, the U.S. Agg captures very little credit spread income relative to its duration.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
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.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.