A stabilizing U.S. labor market gives the Fed room to wait and see whether inflation resumes its downward path.
Insights
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As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
BBB CLOs combine income, structural resilience and diversification benefits, offering an alternative way to reshape credit exposure for a late‑cycle environment of tight credit spreads.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
What will U.S. action and the presidential change in Venezuela mean for investors?
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.
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
Modest economic growth should support high yield bonds but rich valuations demand selectivity.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.