The conditions that have buoyed credit markets in recent months look set to continue.
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.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
The outlook for global investment grade credit is attractive but some caution may be required, says Portfolio Manager James Briggs.
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.