Modest economic growth should support high yield bonds but rich valuations demand selectivity.
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.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
Global issuance and regulatory alignment are unlocking scale and diversification in securitised credit, offering resilience and relative value for 2026.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
How might capex spending on artificial intelligence be impacting credit spreads?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Are tight spreads justified and what tools can potentially help enhance returns?
Exploring the dispersion in the loan market.
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?