Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.
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.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
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.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why CLOs are well positioned for the current investment backdrop.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.