Investment analysis for yield and duration-focused investors
Solvency II reform is reshaping insurers’ access to securitisation, improving capital efficiency and opening a broader, global opportunity set beyond Europe.
Key Takeaways Public market investors are rapidly pricing in AI disruption risk across wealth management and other verticals The risks to traditional fee structures are real, but core advantages s...
EM debt gained in February as high yields and Treasuries helped returns, but late‑month geopolitical shocks saw spreads widen and the outlook turn uncertain.
PGIM experts examine how today’s data center build out is being financed and where the most compelling opportunities are emerging.
We believe the next peak in the OCR will not reach the most recent high point of 5.5%, which significantly weakened New Zealand’s economy. This suggests that even as cash rates rise, bond yields sh...
Apex Group has published AI-powered private credit, a new research report examining how artificial intelligence's being adopted across private credit operations
The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.
Despite the oil price hanging on every word from the White House and volatility in everything from equities to government bonds, we saw a record day for US corporate bond supply on Tuesday led by a...
Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the oil shock’s impact on growth, inflation and financial markets.
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