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.
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Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
While the subprime consumer is becoming strained and delinquencies in that segment are on the rise, ABS exposed to the prime consumer remain on solid footing.
Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income investors.