How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
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Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.
The low valuations in the stock markets of some Asian countries have led companies to become more shareholder friendly, which can create better opportunities for income investors.
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Greg Wilensky shares his U.S. core fixed income outlook, noting that opportunities exist even though the probability of a soft landing remains in question.
The outlook for global investment grade credit is attractive but some caution may be required, says Portfolio Manager James Briggs.