How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
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.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
Current trends, risks, and opportunities for investors within the office real estate market.
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
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.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.