Investment analysis for yield and duration-focused investors
Learn how to fund allocations to the State Street® Bridgewater® All Weather® ETF from equities, bonds, or both to improve portfolio diversification and balance risk.
Wildfires, geopolitical tensions and renewed questions over AI investment unsettled markets this week, driving higher oil prices and bond yields while exposing clear differences across credit markets.
Alok Bedekar, Senior ABS Fund Manager, explores the key features and dynamics of Asset Based Finance, and the role it can potentially play in insurer portfolios.
Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Is Canada really in a recession? Explore the forces reshaping Canada's economy, including trade agreements, artificial intelligence (AI), interest rates and global investment trends.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Oil price shock reshapes Fed rate e...
Leverage and complexity are gaining ground in today’s late-cycle markets, signaling caution – not crisis – and underscoring the value of diversification and risk management.
The TwentyFour Multi-Asset Credit (MAC) strategy aims to maximise returns by allocating to a broad range of sectors across the global credit markets and dynamically targeting what it considers the...
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