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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.
Why short and longer dated bonds are behaving differently.
Greg Wilensky discusses why, following an exceptional year across fixed-income sectors in 2025, his outlook for the year ahead is constructive, albeit with a focus on earning carry rather than pursuing significant spread compression.
Benjamin Wang and Zoey Zhu discuss how the historic valuation discount in small caps versus large caps combined with quality’s worst performance in 30 years creates what they view as a noteworthy setup in 2026.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Signals embedded in forward-looking options markets indicate a relatively sanguine 2026 for both equities and fixed income.
The outlook for the US economy remains caught between a soft labour market, resilient consumption and some signs of a broader re-acceleration in surveys. However, analysis of the world’s biggest economy has been somewhat hampered by the lack of official data due to the US government shutdown that occurred in late 2025. Labour market weakness
Investors need a new playbook for a period of potentially significant geopolitical and economic change
Brian Demain discusses why he believes it’s important to stay focused on diversification and business-model quality heading into 2026.
Brian Recht explores how AI is moving from blanket enthusiasm to competitive differentiation and why extreme market concentration creates opportunities in overlooked segments.