As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
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.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
Ali Dibadj speaks with Victory Park Capital's co-founder Brendan Carroll about the successful integration of asset-backed private credit into portfolios.
Exploring the potential interplay between government and corporate debt levels.
Delving into the relative value between fixed income sectors and our preference for carry.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.