What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
We explore the different types of investor and their motivations for investing in CLO ETFs.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
Considering the prospects for corporate bonds and some of the compelling reasons to lock in current income levels.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.
Ranking the best-performing U.S. fixed income sectors of 2024.
How can investors optimise portfolios through this uncertain environment?
Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.