How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
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 we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
The potential impact for fixed income investors of Fitch’s downgrade of the U.S. long-term credit rating.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.
Why high yield bonds' higher share of industrial companies is not an obstacle to decarbonisation
Central bankers may have got their wish for tighter financial conditions but at what price to the economy and asset markets?
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
Considering the risks recent bank failures pose to markets and how investors might position their portfolios accordingly.