Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income 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.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
How balanced strategies can help investors stay true to their long-term objectives.
Portfolio Portrait is designed to help financial professionals cut through market complexity and identify portfolio positioning opportunities.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
The historically low default rates in the U.S. IG ABS market can be ascribed to consistent underwriting standards and several investor protections inherent within ABS structures.
The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.
Reasons why asset-backed securities may complement corporate bond allocations.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.