Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
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.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
Once a broad measure of mid-cap growth, the index is now narrower and more volatile.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
Ali Dibadj speaks with Victory Park Capital's co-founder Brendan Carroll about the successful integration of asset-backed private credit into portfolios.
What are asset-backed securities, and how might they play a role in investors’ portfolios?
Delving into the relative value between fixed income sectors and our preference for carry.
Are shifting market dynamics building the need for real diversification in investors’ portfolios?
Assessing the impact of higher mortgage rates on U.S. homeowners.
Companies may be staying private longer, but that doesn’t diminish opportunities to capture early-stage growth in the small-cap universe.
Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.