Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?
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.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
An early reaction to military strikes in Iran and the implications for investors.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Over the past five years, collateralized loan obligations (CLOs) have delivered some of the best risk-adjusted returns available in fixed income markets.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
Three essential elements to consider for an effective balanced strategy, plus trends to watch in equities and fixed income in 2026.
Wide dispersion in 2026 is creating a strong backdrop for selective global small cap investing.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.