Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
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Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
Modest economic growth should support high yield bonds but rich valuations demand selectivity.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
Global issuance and regulatory alignment are unlocking scale and diversification in securitised credit, offering resilience and relative value for 2026.
Private credit is expanding rapidly – and asset-backed finance (ABF) is leading its next phase. In 2026, we believe the winners will be defined by transparency, data precision, and disciplined execution.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
How might capex spending on artificial intelligence be impacting credit spreads?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Are tight spreads justified and what tools can potentially help enhance returns?