Investors can harness brighter recovery prospects in Europe by exploring markets with better relative value.
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.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
Ali Dibadj speaks with Victory Park Capital's co-founder Brendan Carroll about the successful integration of asset-backed private credit into portfolios.
Exploring the potential interplay between government and corporate debt levels.
Delving into the relative value between fixed income sectors and our preference for carry.
No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Looking at whether bond yields can offer predictive information about total returns from bonds.