April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
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.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
Comments from the Bank of England suggest rate cuts are coming closer.
The potential income opportunity amid the rates volatility.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
The conditions that have buoyed credit markets in recent months look set to continue.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.