Investment analysis for yield and duration-focused investors
AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...
It should not replace traditional bonds, but private credit offers suitable investors a diversified income source.
Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from...
We believe the US Federal Reserve (Fed) will not hike rates — and that it would be a mistake to do so. Despite market consensus pricing in two rate hikes, the U.S. economy is on a structurally weak...
The size of the SpaceX IPO is taking equity issuance to a whole new level.
As investors face a crowded developed market, Felipe Berliner, Co-Founder and Head of Structuring, and Brad McKee, Head of Private Credit, unpack what our latest EM Private Credit study reveals abo...
Risk assets have held up in 2026, but we believe tight credit spreads, geopolitical risks and inflation uncertainty mean insurers should stay cautious heading into the second half. For insurers glo...
Browse our Ultra-Short Income ETF solutions, created to help reduce duration risk in bond portfolios and drive higher income on strategic cash balances.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
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