Investment analysis for yield and duration-focused investors
As investors increasingly seek to diversify away from the US, demand for European credit is surging. Grégoire Mivelaz, Fund Manager at Atlanticomnium, who co-manages GAM’s Credit Opportunities stra...
Federal Reserve Chair Jay Powell’s Jackson Hole speech in August opened the door to potential rate cuts at the Fed’s next meeting in September. His tone marked a clear shift from his July press con...
Jeff Mueller and Stephen Fitzsimmons recently joined Insurance AUM's podcast to discuss how insurers can adapt their fixed income strategies amid steepening yield curves, tightening spreads, and sh...
New CBRE analysis reveals growing incentives for commercial landlords to adopt energy efficient electric heating systems. Buildings using electricity for heating benefit under the current Energy Pe...
Executive SummaryThe European property market is changing rapidly due to new government rules and tenant expectations. The Energy Performance of Buildings Directive (EPBD 2024/1275) is part of the...
PPFs shift to bonds as rates rise, alternatives plateau and returns diverge—discover today’s top public pension fund asset allocation trends and insights.
Vanguard’s Sara Devereux says bond investors are in a rare sweet spot—strong yields, low risk, and big potential.
In our latest roundup of the key developments in financial markets and economies, we dig deeper into the divide between the US administration and Federal Reserve and whether rising government debt...
Featuring differentiated regional and sector exposure, convertible bonds can be a powerful tool for diversification.
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