Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
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.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
Can fiscal stimulus continue to drive markets in 2026? The Market GPS Multi-Asset Quarterly highlights some of today's key market factors.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
Why short and longer dated bonds are behaving differently.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
Benjamin Wang and Zoey Zhu discuss how the historic valuation discount in small caps versus large caps combined with quality’s worst performance in 30 years creates what they view as a noteworthy setup in 2026.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Signals embedded in forward-looking options markets indicate a relatively sanguine 2026 for both equities and fixed income.