Investment analysis for yield and duration-focused investors
Discover why equities may soar while high yield stumbles in 2026—unpacking the striking ‘Dr Equity vs. Mr HY-de’ market split.
Weekly CIO views: Triple tailwinds buoy municipal bond prospects
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Fed rate cut expected as Treasury c...
With traditional equity-bond diversification under strain – and global equity markets looking increasingly concentrated – is now the time for insurers to consider infrastructure equity?
Understand how government bonds contribute to a resilient and balanced investment strategy by offering stability and protection against market volatility.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.
Markets are serving a full feast in 2025—stocks, bonds, and commodities. See what investors piled on their plates in November and why diversification wins.
Sitting between private debt and equity, hybrid investments are increasingly in demand as companies continue to face higher borrowing costs, limited access to traditional debt and volatile capital...
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn discusses recent news flow around technology companies and how opportunities can be found amongst...
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