What are asset-backed securities, and how might they play a role in investors’ portfolios?
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.
Discussion on the second stage of Japan’s corporate governance reforms and investor implications.
What characteristics matter, when it comes to running an active equity long/short strategy throughout the cycle?
Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.
Ranking the best-performing fixed income sectors through the first half of 2024.
The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
Exploring developments within the high yield bond market as its size, constituents and ratings change.
The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.