Given the uncertain outlook for rates, investors may be increasingly rewarded for harvesting carry rather than relying on directional market calls.
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.
Three good and bad emerging market stories from the EMD hard currency universe.
BBB CLOs combine income, structural resilience and diversification benefits, offering an alternative way to reshape credit exposure for a late‑cycle environment of tight credit spreads.
Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.