Key risks and opportunities within asset-backed securities (ABS) for investors seeking to navigate the evolving fixed income landscape.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Over the past five years, collateralized loan obligations (CLOs) have delivered some of the best risk-adjusted returns available in fixed income markets.
Today’s ABS structures provide better transparency and investor protections.
Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
Four reasons to be bullish on MBS in 2026.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
BBB CLOs combine income, structural resilience and diversification benefits, offering an alternative way to reshape credit exposure for a late‑cycle environment of tight credit spreads.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.