Investment analysis for yield and duration-focused investors
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.
Credit markets have been remarkably resilient in the face of significant geopolitical and macroeconomic volatility in recent weeks.
Manager at Invesco, takes a closer look at recent developments in private credit and outline why selectivity, structure, and discipline are central to navigating the current environment
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities (ABS) could be a valuable div...
Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.
The Middle East conflict dominated April headlines, keeping oil prices elevated. However, the Templeton Global Macro team observed that risk sentiment improved: the US dollar weakened, US Treasury...
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