Investment analysis for yield and duration-focused investors
Equity markets surged to record highs on strong tech momentum this week. But rising bond yields, higher inflation and continued geopolitical risks signalled growing concerns lingering beneath the s...
European private credit can offer pensions enhanced yield and diversification. We discuss four key types: collateralised loan obligations, direct lending, broadly syndicated loans, and distressed c...
As the Iran conflict continues to dominate headlines, we make the case for unconventional diversifiers, such as selective emerging market assets, renminbi and high-quality spread products.
Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the hills are a regular occurrence. Just how worried should we be about this burgeoning part of t...
As market conditions shift, opportunities stand out. With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...
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