The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
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 bond investors need a new playbook to maximize a fixed income allocation’s potential.
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
Ali Dibadj speaks with Victory Park Capital's co-founder Brendan Carroll about the successful integration of asset-backed private credit into portfolios.
Exploring the potential interplay between government and corporate debt levels.
Delving into the relative value between fixed income sectors and our preference for carry.
Looking at whether bond yields can offer predictive information about total returns from bonds.
The case for multisector bond funds as a core fixed income allocation.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
A new paradigm founded upon fewer rules-based US policies points to a more uncertain global economy and could even signal US recession, but what does it mean for the emerging markets?