AAA rated CLOs have outperformed benchmark fixed income indices with lower volatility thus far in 2026.
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.
Jessica Leoncini, Alex Veroude and Tom Ross examine how AI, quantitative analysis, market dispersion and public-private asset convergence are expanding fixed income opportunities and enhancing the value of active security selection.
Collateralized loan obligations (CLOs) have consistently shown better credit strength than their corporate counterparts.
Reflecting on the limitations of investing in Agg-like bond portfolios and proposing another approach to fixed income investing.
Considering the risks posed by AI to technology and software loans.
Exploring the breadth and depth of the fixed income market.
Why we believe investors should actively consider short-duration fixed income.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.