Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Energy disruption, not geopolitics, is driving emerging markets as higher energy prices could reshape the winners and losers. The persistence of higher prices will determine the eventual impact.
Key risks and opportunities within asset-backed securities (ABS) for investors seeking to navigate the evolving fixed income landscape.
10-year U.S. Treasury yields charting a different course than what we’ve seen in recent easing cycles may indicate that this time could indeed be different.
Kenya’s external position has improved markedly, but beneath the surface emerges a more cautious story on fiscal reform and long term sustainability.
The U.S. Supreme Court’s ruling on President Trump’s tariffs may be welcomed by markets, but investors must now decipher a host of adjacent issues.
Over the past five years, collateralized loan obligations (CLOs) have delivered some of the best risk-adjusted returns available in fixed income markets.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.