How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
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Here we look at navigating the regulatory frameworks around investing in the European securitised market.
Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
A falling rate environment presents a challenge for income-seeking investors. Where can you go in the hunt for yield as cash rates decline?
A look at seasonal patterns in high yield and prospects for the coming months.
Ranking the best-performing U.S. fixed income sectors of 2024.
Investors sitting in cash may be leaving yield on the table.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.