Investment analysis for yield and duration-focused investors
Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...
Artificial intelligence is reshaping corporate balance sheets and funding structures. How can credit investors position themselves in this new era?
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the hills are a regular occurrence. Just how worried should we be about this burgeoning part of t...
As market conditions shift, opportunities stand out. With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...
With restricted oil flow in the Strait of Hormuz, global inventories depleting and US exports unable to fully replace Middle Eastern flows, Asia faces mounting risks to its energy supply. In this w...
Private credit managers should prioritize liquidity management, diversification, and transparency to better suit a broader investor base.
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