Investment analysis for yield and duration-focused investors
AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...
It should not replace traditional bonds, but private credit offers suitable investors a diversified income source.
For European high yield investors, the case for going global is becoming harder to ignore. As growth, inflation and policy paths diverge across regions, a broader opportunity set gives investors mo...
Last week’s meaningful decline in oil prices, following the announcement of a peace deal memorandum between the US and Iran, intersected with a number of central bank meetings, including a hawkish...
Do starting yields predict US Treasury returns? Analysis using FTSE Russell indices shows how initial valuations relate to future performance.
Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from...
We believe the US Federal Reserve (Fed) will not hike rates — and that it would be a mistake to do so. Despite market consensus pricing in two rate hikes, the U.S. economy is on a structurally weak...
The size of the SpaceX IPO is taking equity issuance to a whole new level.
As investors face a crowded developed market, Felipe Berliner, Co-Founder and Head of Structuring, and Brad McKee, Head of Private Credit, unpack what our latest EM Private Credit study reveals abo...
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