Watch the quarterly webinar to hear our investment team discuss why higher yields, market dispersion and active fixed income selection may create compelling opportunities for portfolio alpha.
An in-depth review of the US and European High Yield markets.
Use The BEAT™ as your timely resource for the markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment..
Exchanges have evolved into critical market infrastructure, quietly processing trillions in daily activity while generating resilient, high-quality revenues from deeply embedded ecosystems.
After several years of lagging market leadership, quality-oriented equities may offer an attractive entry point for long-term investors.
Constructive and Cautious Amid a Fluid Backdrop – „Performance is increasingly driven by structural growth drivers rather than cyclical market exposure”
Key Focus Remains AI and Rate Policy – „Hedge funds currently remain well positioned to navigate both interest rate policy divergence and a sustained higher for-longer rate environment.”
A common thread across emerging markets is an improvement in their terms of trade, which is helping to strengthen external balances, support currencies and improve the earnings outlook for domestically-oriented sectors.
Strong demand, record issuance and resilient fundamentals helped keep global fixed income markets constructive in May—but tight valuations and rising dispersion mean selectivity remains key. Watch this video to find out more.
Within Private Credit, capital solutions strategies (also known as “Opportunistic Credit”) have emerged as a distinct and increasingly important sub-strategy.
