Investment analysis for yield and duration-focused investors
Five charts to explain the outlook for emerging market debt in Q2.
This paper challenges common misconceptions about emerging markets, highlighting the evolution and long‑term potential of hard currency EM sovereign debt.
Sharp swings in government and corporate bond markets since the onset of the Middle East conflict pose interesting questions for fixed income investors.
The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...
In GMO’s latest Quarterly Valuation Update, local currency rates and FX screen cheap/very cheap, while hard currency credit is rich.
Following a solid run of issuance in 2025, expectations for the leveraged finance market were high heading into 2026.
Apex Group partners with TeamSec to deliver integrated securitisation and tokenisation solutions, enabling digital asset-backed securities across global markets
A Better Vantage video: Amid rising concerns about private credit, Vanguard economist Joe Davis offers a steady perspective on how investors should think about the asset class.
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