Investment analysis for yield and duration-focused investors
The Fed’s hawkish hold reinforced higher-for-longer expectations, lifting yields and the dollar. While easing geopolitical tensions support near-term risk sentiment, persistent inflation risks and...
Western Asset: Reserve managers' decisions on EM debt go beyond investment potential—they must also weigh considerations such as governance, resources and liquidity.
With new Chair Kevin Warsh at the helm, the Federal Reserve held interest rates steady at its June meeting. Western Asset offers its analysis of the meeting and the implications for investors.
CI GAM Economist Neil Shankar analyzes the June 17 Federal Reserve update, highlighting a new policy era under Chair Kevin Warsh, evolving guidance, and implications for interest rates and the broa...
AI-related bond issuance is rapidly becoming one of the most important areas of opportunity in corporate credit. This week’s Bond Bulletin explores how both the size and innovative structures of re...
What began as a climate-focused instrument now supports a broader set of themes, including digital infrastructure, industrial transition and system resilience. For investors, this widens the opport...
Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows Gives fund managers, investors, and service providers g...
Adams Street’s Jeffrey Diehl, Managing Partner & Head of Investments, recently joined S&P Global’s Private Markets 360° podcast to share his perspective on the potential risks posed by hyperscalers...
The Federal Reserve (Fed) held rates steady at Chair Warsh’s first meeting of the Federal Open Market Committee (FOMC) amid an improving growth and labor market outlook.
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