Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
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.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
Daniel Siluk and Addison Maier argue that already elevated inflation coupled with fiscal stimulus should compel bond investors to assess risks along all points of the yield curve.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Private credit is expanding rapidly – and asset-backed finance (ABF) is leading its next phase. In 2026, we believe the winners will be defined by transparency, data precision, and disciplined execution.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.