For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
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.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
We consider what current yields have historically meant for investors.
How can investors weather this storm? We explore how European securitised investments stand amid the volatility.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
How fixed income markets are responding to Trump’s sweeping tariffs.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
Here we look at navigating the regulatory frameworks around investing in the European securitised market.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.