Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
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 Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
A discussion on the global landscape of fixed income markets and where we think investors may find attractive risk-adjusted returns.
We consider what current yields have historically meant for investors.
First impressions from credit markets to President Trump's Liberation Day.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
A look at seasonal patterns in high yield and prospects for the coming months.
Ranking the best-performing U.S. fixed income sectors of 2024.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets