Looking at the prospects for locking in income levels amid rate uncertainty.
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.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
The securitised sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
How spread tightness requires a more thorough search for value, even among less loved sectors.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
Exploring how fixed maturity bond portfolios have grown in popularity.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.
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.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.