The conditions that have buoyed credit markets in recent months look set to continue.
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.
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Why we should be on solid ground for rate cuts and the implications for bond markets.
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
The potential impact for fixed income investors of Fitch’s downgrade of the U.S. long-term credit rating.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.
Considering what could be in store for AAA CLO returns given a still-hawkish Fed.