The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
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 bond investors need a new playbook to maximize a fixed income allocation’s potential.
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
Exploring the potential interplay between government and corporate debt levels.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Weakness in U.S. hiring should be taken within the context of tariff uncertainty, but other labor market metrics are holding steady.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
Delving into the relative value between fixed income sectors and our preference for carry.
No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?