Are tight spreads justified and what tools can potentially help enhance returns?
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 we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Exploring the dispersion in the loan market.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
While the subprime consumer is becoming strained and delinquencies in that segment are on the rise, ABS exposed to the prime consumer remain on solid footing.
Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income investors.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.