Why we believe investors should actively consider short-duration 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.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why CLOs are well positioned for the current investment backdrop.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
Current trends, risks, and opportunities for investors within the office real estate market.
In contrast to many securitized credit sectors, the U.S. Agg captures very little credit spread income relative to its duration.