Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
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 a more selective and active approach to fixed income now may help improve risk-adjusted returns.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
EU securitisation reform could boost lending, growth, and investor participation, but success depends on getting rules on sanctions, due diligence, market access, and capital treatment right.
Why CLOs are well positioned for the current investment backdrop.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
We explore where securitised markets still offer value, as resilient fundamentals meet tighter valuations and greater need for selectivity.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?