U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
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Possible reasons why high yield credit spreads could remain rangebound at low levels.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.
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.
The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.
Reasons why asset-backed securities may complement corporate bond allocations.