Discussion on value opportunities in credit, collateralised loan obligations and mortgages, and why really understanding each credit will be pivotal in 2026.
Insights
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
BBB CLOs combine income, structural resilience and diversification benefits, offering an alternative way to reshape credit exposure for a late‑cycle environment of tight credit spreads.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.