James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
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Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
Head of Secured Credit Colin Fleury explores how to navigate multi-asset credit in 2025 if the porridge turns out to be hotter or colder than expected.
In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.
Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Trump 2.0 has divergent implications for interest rates in the US versus elsewhere.
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?