Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
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.
Four reasons to be bullish on MBS in 2026.
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.
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.
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.
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?
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.