For institutional investors in the Netherlands

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

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Global Structured Debt Insight

Global Structured Debt Insight

The debut issue of the Global Structured Debt Insight explores the relative value in structured debt products, a new ESG trend in secured loans and how to calculate carbon emissions in mortgage-backed portfolios.

The turn: high yield on the road to deleveraging

The turn: high yield on the road to deleveraging

Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.

Potential opportunities in legacy debt

Potential opportunities in legacy debt

Tim Winstone, corporate credit portfolio manager, considers the potential opportunities created by the approach of a key European Union regulatory deadline for legacy debt at banks.

The challenges of decarbonising a Buy & Maintain portfolio

The challenges of decarbonising a Buy & Maintain portfolio

Portfolio Manager, James Briggs and Head of UK Institutional, Anil Shenoy, share their thoughts on climate change risk management in Buy & Maintain portfolios.

Choice growth: potential opportunities from high yield expansion

Choice growth: potential opportunities from high yield expansion

Tom Ross and Seth Meyer, corporate credit portfolio managers, explain why the rise in the size of the high yield bond market is to be welcomed.

Don’t fight the wave of rising rates, surf it

Don’t fight the wave of rising rates, surf it

Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.

Harvesting higher yields in today’s bond markets

Harvesting higher yields in today’s bond markets

John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.

ESG in credit investing: themes, considerations and implementation

ESG in credit investing: themes, considerations and implementation

Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.

A short history of labelled bonds

A short history of labelled bonds

Adrienn Sarandi, Director of Fixed Income ESG, provides the background on labelled bonds, exploring the key considerations associated with their use.

Finding value in each other: active collaboration in equity and bond analysis

Finding value in each other: active collaboration in equity and bond analysis

Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.

Valuing the improving credit quality in high yield

Valuing the improving credit quality in high yield

Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.

Secured loans quick view: 2021 — a return to normal?

Secured loans quick view: 2021 — a return to normal?

David Milward, Head of Loans and member of the Secured Credit Team, explains why he believes secured loans could prove to be attractive in the search for relatively stable income in 2021.