What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
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.
How should investors think about market drawdowns? While staying invested through volatility is often the smartest long-term move, that doesn’t always mean doing nothing.
Key risks and opportunities within asset-backed securities (ABS) for investors seeking to navigate the evolving fixed income landscape.
Jeremiah Buckley, Portfolio Manager for the Growth & Income Fund, discusses how focusing on dividend growers can help investors balance exposure to secular growth themes like artificial intelligence (AI).
Today’s ABS structures provide better transparency and investor protections.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Can fiscal stimulus continue to drive markets in 2026? The Market GPS Multi-Asset Quarterly highlights some of today's key market factors.
Why short and longer dated bonds are behaving differently.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
Benjamin Wang and Zoey Zhu discuss how the historic valuation discount in small caps versus large caps combined with quality’s worst performance in 30 years creates what they view as a noteworthy setup in 2026.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.