Investment analysis for yield and duration-focused investors
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q2 2025. Read more
Churchill Asset Management explores middle market private credit opportunities, GP solutions, and why discipline and manager selec...
Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.
Private Credit: Systemic Risk?
Applying the LIVES framework may help make sense of today’s market regime, shaped by tightening liquidity, rising capital costs and concentrated earnings. While structural drivers remain intact, AI...
Global policy shifts are rewiring energy supply and control—and repricing risks and opportunities. Climate change has become a defining force in geopolitics. As governments respond to record heat...
Improvements in fiscal competence and policymaking are transforming perceptions of emerging market debt.
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