Investment analysis for yield and duration-focused investors
Impact bonds hit $5.3T. Explore GSS bond growth, trends and how indexing improves transparency, comparability and performance tracking.
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑d...
We reaffirm a modestly pro-risk stance. Global growth should prove resilient if geopolitical conflict remains contained and short-lived, while inflation dynamics become more two-sided. We overweigh...
April 08, 2026 Oral GLP-1 Is Here. Have Credit Markets Caught Up?
Amid growing uncertainty, small market shifts can have large impacts on companies with lower credit ratings like those found in the S&P USD Select Leveraged Loan Index. This index measures the perf...
Key 2026 trends shaping Sharia asset management for family offices — from compliant private credit and governance frameworks to AI-driven portfolio operations.
Dive into how the disruptions around the Strait of Hormuz may shift global flows in the near term and beyond, plus where we see opportunity in fixed income.
Risk assets have rebounded since last Tuesday, but risks remain high as Trump’s Iran deadline looms. Strong US payrolls suggest the cyclical upswing remains intact, while several EM policymakers ke...
This blog explores why the factors that have recently rattled private credit will likely make it healthier going forward, the overlooked investment fundamentals that led to large portfolio concentr...
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