A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
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.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
Securitised credit has navigated recent market volatility with resilience. We explore the role of diversification, floating rate exposure and active management in today’s environment.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Private credit has become a core allocation for investors. Hear insights from Janus Henderson and Victory Park Capital on the risk and opportunities in MENA and asset-backed finance.
Exploring the dispersion in the loan market.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Four reasons to be bullish on MBS in 2026.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.