Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?
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.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
A new paradigm founded upon fewer rules-based US policies points to a more uncertain global economy and could even signal US recession, but what does it mean for the emerging markets?
The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
A discussion on the global landscape of fixed income markets and where we think investors may find attractive risk-adjusted returns.
How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?
We consider what current yields have historically meant for investors.
How can investors weather this storm? We explore how European securitised investments stand amid the volatility.
Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.