Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
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.
Are tight spreads justified and what tools can potentially help enhance returns?
Exploring the dispersion in the loan market.
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
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.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
The historically low default rates in the U.S. IG ABS market can be ascribed to consistent underwriting standards and several investor protections inherent within ABS structures.
Reasons why asset-backed securities may complement corporate bond allocations.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?