Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
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 a more selective and active approach to fixed income now may help improve risk-adjusted returns.
Why China offers a compelling broader AI investment case.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
Tokenisation is moving from concept to utility. Discover why blockchain rails could reshape asset management.
Global small caps may deserve a closer look in today’s changing market environment.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
The opportunity set for Japanese equities stretches far beyond the market's headline winners.
EU securitisation reform could boost lending, growth, and investor participation, but success depends on getting rules on sanctions, due diligence, market access, and capital treatment right.
Why CLOs are well positioned for the current investment backdrop.