Investment analysis for yield and duration-focused investors
It may be an unintended consequence of geopolitical tensions, but energy supply disruption may end up accelerating Europe’s transition toward a more self-sufficient energy system, while sharpening...
Five charts to explain the outlook for emerging market debt in Q2.
This paper challenges common misconceptions about emerging markets, highlighting the evolution and long‑term potential of hard currency EM sovereign debt.
Sharp swings in government and corporate bond markets since the onset of the Middle East conflict pose interesting questions for fixed income investors.
The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...
In GMO’s latest Quarterly Valuation Update, local currency rates and FX screen cheap/very cheap, while hard currency credit is rich.
Following a solid run of issuance in 2025, expectations for the leveraged finance market were high heading into 2026.
Nick Venditti, CFA, senior portfolio manager for the Municipal Fixed Income team, is not your average muni guy. Despite all the market noise, he’s a staunch believer in the power of municipal bonds...
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