What’s driving the dispersion in recent performance across European retail CMBS?
Insights
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Yields on U.S. corporate credit have reverted to levels not seen since before the Global Financial Crisis, providing attractive opportunities.
Exploring reasons why high yield retains attractions within a diversified portfolio.
Corporate bond valuations are rich but arguably justified by strong credit fundamentals.
Central banks are separating into the fast and the slow.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
The Global Bonds Team discuss where they see bond yields heading using four analytical frameworks including their own historical analysis.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.