The market has become much less cyclical over time, and valuations have increased alongside growth and quality.
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.
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.
How balanced strategies can help investors stay true to their long-term objectives.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
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.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.