Investment analysis for yield and duration-focused investors
The election outcome therefore does not change already improving economic fundamentals for Costa Rica; rather, it makes the positive credit story more credible.
Private credit direct lending may benefit from a favorable regulatory and tax regime in 2026, along with lower rates and ongoing constraints on bank lending.
Convertible securities are securities, such as bonds or notes, that holders can convert into different securities. Learn more on this hybrid asset class.
We foresee a narrower range of macro outcomes in 2026. Our base case of a reflation-type macro scenario with overall accommodative financial conditions supports a carry environment. We also note th...
Discover how European upper mid‑market private credit may offer resilient income, attractive risk‑adjusted returns, and efficient portfolio diversification.
New York City's credit profile could be negatively impacted by Mayor Mamdani's policies if excessive borrowing and higher spending are not supported by appropriate funding sources.
When selecting a high yield dividend strategy, headline yield matters—but so does the strength of the companies delivering it. The ability to sustain and grow dividends over time often depends on u...
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
Today’s ABS structures provide better transparency and investor protections.
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