We consider what current yields have historically meant for investors.
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.
Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
Ranking the best-performing U.S. fixed income sectors of 2024.
Investors sitting in cash may be leaving yield on the table.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
Yields on U.S. corporate credit have reverted to levels not seen since before the Global Financial Crisis, providing attractive opportunities.
Why we believe MBS is poised for outperformance in the current environment.