The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Considering the risks recent bank failures pose to markets and how investors might position their portfolios accordingly.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
Following a challenging year, Greg Wilensky believes U.S. core fixed income is poised for better risk-adjusted returns in 2023.
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
Credit spreads have widened but with recession fears in the air what are the factors currently keeping them in check?
As central banks in Europe shrink their balance sheets, we consider the uneven impact across sectors of their stepping back from credit markets.
How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.