An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
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.
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.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
How balanced strategies can help investors stay true to their long-term objectives.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.