Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
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.
Attractive yield and fundamental diversification makes emerging markets hard currency debt a compelling opportunity for 2026.
Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Daniel Siluk and Addison Maier argue that already elevated inflation coupled with fiscal stimulus should compel bond investors to assess risks along all points of the yield curve.
Global issuance and regulatory alignment are unlocking scale and diversification in securitised credit, offering resilience and relative value for 2026.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
In his 2026 outlook, Jeremiah Buckley discusses how AI infrastructure spending and productivity gains could help support continued economic and earnings growth.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.