Comments from the Bank of England suggest rate cuts are coming closer.
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.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
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.
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
The conditions that have buoyed credit markets in recent months look set to continue.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
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?
The potential strategic pitfalls of sitting in cash.