How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?
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How can investors weather this storm? We explore how European securitised investments stand amid the volatility.
Are we back to the 1890s with the new “liberation day” tariffs?
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.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
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
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?