Insights
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Investors who paint commercial real estate with a broad brush may be missing out, particularly at this point in the cycle.
Many investors limit their mandates to credits rated BBB or higher. But they could tap high-quality high yield—without adding to overall risk.
As European inflation rates converge with targets, markets expect rate cuts. But central banks are set on a decisive victory over inflation.
Weakening economic fundamentals shouldn’t scare away corporate bond investors in 2024—provided they keep a close eye on credit quality.
The tide has turned for bonds. Here’s what we think is in store for 2024.
Policy easing should help euro and UK sovereign bonds, while fundamental, technical and valuation factors are all supportive for euro credit markets.
Tight lending standards and rising yields, along with concern about an approaching turn in the business cycle, have put opportunistic credit in the spotlight. But what, exactly, does opportunistic credit mean ? Here’s how we look at it—and what we think it may offer investors.
With yield curves still inverted, a short-dated high-yield strategy continues to make sense for return-seeking investors with a defensive mindset.
Good news for bond investors: yields are likely to stay higher for longer. We share strategies for making the most of this environment.
The 10-year Treasury yield has climbed steadily over the past two years. But we believe fixed-income investors should be prepared for lower yields ahead.
Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so.
Solid fundamentals, decent valuations and attractive income potential make a case for continued exposure to corporate credit even in an uncertain economic environment.
Surf's up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today's opportunities.