Investment analysis for yield and duration-focused investors
Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...
Artificial intelligence is reshaping corporate balance sheets and funding structures. How can credit investors position themselves in this new era?
Headlines about private credit ‘cockroaches’ and Business Development Company investors running for the hills are a regular occurrence. Just how worried should we be about this burgeoning part of t...
Kevin Warsh, who is set to be the next chair of the Federal Reserve, has cleared a key procedural hurdle in the Senate, moving him closer to Senate confirmation.
Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...
Explore the reasons behind the rise in UK Gilt yields, why the UK bond market is subject to a political premium and the implications for investors.
Why EM debt may remain one of the most compelling opportunities in fixed income despite oil shocks and geopolitical volatility.
Asia-Pacific bond markets are increasingly recognized as a resilient and distinct asset class, offering investors the potential for attractive yields, stability and diversification benefits in toda...
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