Investment analysis for yield and duration-focused investors
Back in January, the dominant narrative in private credit was that negative headlines pointed to isolated events and a normalisation of flows, not systemic credit stress. Today, the picture is evol...
Indexed fixed income at SSGA continues to grow, underpinned by an innovative and systematic approach to consistently deliver index returns for our clients.
Geopolitical and energy shocks raise late cycle risks, but strong banks and senior exposure suggest volatility—not systemic stress.
Rising petrol prices will eventually feed into higher inflation, which is being reflected in the pricing of government bonds.
The private equity software playbook is being rewritten as higher rates and AI reset valuations, growth and leverage.
Private credit has been a major source of headlines for years. For a long time, the focus was on the industry’s growth, exceeding trillions in assets and expanding its targeted investor base. But l...
Video from IFM experts on experts the evolution of private credit, what’s driving today’s headlines, and how investors can distinguish between cyclical volatility and more structural risks.
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