Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
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What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
Just how much do European secured loans have to offer higher income-seeking investors at this point in the cycle?
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
The potential impact for fixed income investors of Fitch’s downgrade of the U.S. long-term credit rating.