Investment analysis for yield and duration-focused investors
Kevin Warsh, who is set to be the next chair of the Federal Reserve, has cleared a key procedural hurdle in the Senate, moving him closer to Senate confirmation.
Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...
Explore the reasons behind the rise in UK Gilt yields, why the UK bond market is subject to a political premium and the implications for investors.
Learn why pairing US and European AAA-rated CLOs may enhance income, reduce duration risk, and improve diversification.
Benefit Street Partners believes investors with the discipline to underwrite rigorously and the conviction to deploy, today’s environment represents a compelling opportunity to put capital to work.
Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.
Emerging market bonds have been the standout performers recently, with spreads at their narrowest level of the year. Elsewhere, yields in core markets came under marginal downward pressure.
Global credit delivered positive returns across the board in April, with spread tightening as the primary driver of performance.
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