A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
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.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.
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.
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.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Looking into the U.S. investment-grade corporate credit market and the present level of credit spreads.
