Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
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.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
Exploring the potential interplay between government and corporate debt levels.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Assessing the impact of higher mortgage rates on U.S. homeowners.