Investment analysis for yield and duration-focused investors
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
Political headlines can be noisy, but institutional strength remains one of the most important drivers of sovereign creditworthiness. From Hungary and Colombia to Romania and Indonesia, political d...
Charities and endowments face a delicate balancing act in seeking to preserve capital, generate reliable income, maintain sufficient liquidity for grants and ensure investments reflect mission and...
If a measure of the effectiveness of central bank communication is the market reaction to a decision to change key policy rates, then the European Central Bank (ECB) performs very well in this...
Yesterday, the European Central Bank (ECB) delivered a widely expected 25 basis point (bp) rate hike. becoming the first major central bank in developed markets to have raised rates in response to...
Business Development Companies (BDCs) offer a distinctive way to access U.S. middle-market private credit through publicly traded securities, combining exposure to private lending markets with the...
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
In episode 13 of Gemcast, we are joined be portfolio manager Asad Hajiyev and Senior Vice President Shurong Li to discuss how Central Asia is emerging as a destination for private credit, the deals...
Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environme...
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