Exploring the differences within the riskier segment of high yield bonds.
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Jessica Leoncini, Alex Veroude and Tom Ross examine how AI, quantitative analysis, market dispersion and public-private asset convergence are expanding fixed income opportunities and enhancing the value of active security selection.
Looking at the potential significance of an 8% yield threshold for investors in high yield bonds.
Looking at the prospects for locking in income levels amid rate uncertainty.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
The securitised sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
How spread tightness requires a more thorough search for value, even among less loved sectors.
Exploring how fixed maturity bond portfolios have grown in popularity.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.