LATEST INSIGHTS
Subscribe for relevant insights delivered straight to your inbox
Total Corporate Debt Soared to Record High in 2020
Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.
Come on Down: Is Inflation Priced Right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Breaking Down Risk in High-Yield Bonds
A closer look at the different measures of risk in high-yield bonds.
When Forecasts Fall Short, Humility and Diversity are Key
On the challenges of forecasting interest rates in uncertain markets.
Not Your Traditional Cycle
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Opportunities and risks in a multi-speed recovery
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Credit market’s brave new world
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
The Turn: High Yield on the Road to Deleveraging
Does the trajectory of credit fundamentals support the strength in high yield bond markets?
Reflation Train: Arriving on Time
Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.
Uncovering Opportunities in Today’s Bond Market
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
Choice Growth: Potential Opportunities from High Yield Expansion
Why the rise in the size of the high yield bond market is to be welcomed.