Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
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Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
Balancing risk and income in a more complex environment.
Current trends, risks, and opportunities for investors within the office real estate market.
In contrast to many securitised credit sectors, the US Agg captures very little credit spread income relative to its duration.
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.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Over the past five years, collateralized loan obligations (CLOs) have delivered some of the best risk-adjusted returns available in fixed income markets.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.