Investment analysis for yield and duration-focused investors
Global credit markets stay resilient as AI-driven issuance reshapes opportunities; active managers find value in credit dispersion.
What do you need to know? Markets endured a volatile start to September as the global bond sell-off continued. Long-term...
Get ready each week with high-conviction insights that go beyond media headlines.
Five themes reshaping alternative assets — from AI infrastructure and private credit to energy security. Download the Nuveen nPOWE...
Systematic investing is well established in equity allocations, but fixed income has seen slower adoption. Within fixed income, systematic investment grade credit and high yield credit remain a rel...
Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance.
Global sustainability funding needs are overwhelmingly concentrated in emerging markets, yet impact capital still skews to developed markets. The September Emerging View sets out why EM public debt...
Investors spent the week grappling with the price of resilience, as robust growth and rising energy costs complicated the outlook for inflation and interest rates, pushing bond yields to multi-year...
• Kevin Warsh’s “hawkish” stance in the face of persistent inflation and US economic resilience led to a rise in interest rates, weighing on risky assets.• In the eurozone, August inflation rose to...
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