Alex Veroude looks objectively at market moves to better balance risks and opportunities.
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.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
Current trends, risks, and opportunities for investors within the office real estate market.
In contrast to many securitized credit sectors, the U.S. Agg captures very little credit spread income relative to its duration.
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Key risks and opportunities within asset-backed securities (ABS) for investors seeking to navigate the evolving fixed income landscape.
Over the past five years, collateralized loan obligations (CLOs) have delivered some of the best risk-adjusted returns available in fixed income markets.
Today’s ABS structures provide better transparency and investor protections.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.