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In a higher-for-longer environment, stable coupon income has re-emerged as the primary anchor of fixed income returns. Investment success will depend less on central bank forecasting and more on bu...
Movements in New Zealand bond rates suggest that the market has already been pricing in higher interest rates for some time. This is evident in the flattening of the yield curve, with longer maturi...
As private infrastructure markets face slower deal activity, elevated interest rates and growing levels of undeployed capital, investors may want to reassess where they seek infrastructure exposure.
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...
France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Blum will support the firm’s ability to deliver flexible, value-driven debt capital solutions for investors and borrowers.
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