Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
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The emerging markets debt hard currency team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 2025.
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Head of Secured Credit Colin Fleury explores how to navigate multi-asset credit in 2025 if the porridge turns out to be hotter or colder than expected.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
Trump 2.0 has divergent implications for interest rates in the US versus elsewhere.
A resurgence in productivity underscores a significant shift toward greater efficiency.