Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
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.
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
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 Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
Exploring developments within the high yield bond market as its size, constituents and ratings change.