Investment analysis for yield and duration-focused investors
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
Equity investors should cast a wide net to capture the healthcare sector’s full potential. Investors are often drawn to healthcare for its innovation and long-term growth potential. Yet in practic...
Giant tech companies are increasingly turning to international markets as they look to finance trillions of dollars of investment in AI infrastructure over the coming years. And they are doing so a...
A hawkish Fed and buoyant economy outweighed falling oil prices.
Adams Street Managing Partner & Head of Investments Jeff Diehl recently joined a PE Wire podcast to discuss transparency, risk, and manager selection in private credit. He emphasized that real tran...
At the end of May, Professional Pensions assembled a panel of experts to look at the role of credit and liability-driven investment (LDI) in the defined benefit (DB) endgame.
The primary risk in a fixed income portfolio is credit risk – the risk that a bond issuer will fail to make payments (or “default”) on its debt.
Despite heavy new issuance, global investment grade (IG) credit spreads remain anchored near cycle lows. This week’s Bond Bulletin examines valuations in the context of supply and demand, and the o...
Against a backdrop of resilient growth and a fading energy shock, we reaffirm our positive view on risk assets. In equities we favor the U.S., Japan and emerging markets. We overweight U.S. high yi...
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