What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
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How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.