Insight | November 18, 2025
Private credit: cockroach or workhorse?
Recent headlines about a handful of private credit defaults have ignited a fierce debate in financial circles. If there’s one default, should we expect more? Like spotting a cockroach in the kitchen, some worry that a single sign of distress hints at deeper problems lurking unseen. Others view these incidents as isolated - the natural byproduct of credit investment. So, which is it? Is private credit the cockroach or the workhorse of modern finance? Tatjana Greil Castro provides her views in this article.
Close Up | November 5, 2025
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn discusses the divergence between the performance of single-B rated European bonds versus their higher rated peers.
Insight | November 4, 2025
In-depth knowledge of underlying holdings is key to riding out periods of uncertainty and volatility, argue Tatjana Greil-Castro, Kirsten Bode and our team of public and private market investment professionals.
Insight | October 15, 2025
Corporates vs. sovereigns: why corporates have the edge
France shows why corporate bonds can beat sovereigns: some companies now borrow cheaper than the state itself.
Insight | October 14, 2025
European high yield: A market built for active investors
Active management can unlock alpha in today’s European high yield market, argues Thomas Samson.
EM Monthly | October 7, 2025
Interest in emerging market credit is returning as policy easing and potentially attractive valuations renew investor interest.
Close Up | October 2, 2025
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn discusses what’s been driving the strong technical in EUR credit.
Insight | September 23, 2025
From cash to credit: Taking advantage of the Fed pivot
Despite tight spreads, short-dated US high yield could be set to offer the kind of pickup over risk-free assets usually associated with volatility events, as Vikram Awasthi explains.
EM Monthly | September 10, 2025
Rare earths: Where geology meets geopolitics
Rare earths: Where geology meets geopolitics.
Close Up | September 2, 2025
Less costly, more compelling: Shifting FX hedging dynamics and US credit
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn looks at the implications of a change in US dollar-euro hedging terms.
Insight | August 22, 2025
European private debt: Resilience and opportunity
While upper-middle market companies navigate headwinds caused by global trade uncertainty, their lower middle market counterparts are proving remarkably resilient, explain Kirsten Bode and Rafael Torres.
Insight | August 12, 2025
Beyond tariffs: Why megatrends will determine the future of Asian private debt
Despite geopolitical headwinds and cautious capital deployment, Asian private debt could be primed for the next phase in its evolution. Andrew Tan explains how long-term structural themes are reshaping the opportunity set.
Insight | August 5, 2025
US high yield: Where convexity meets quality
A focus on quality, convexity and credit selection is key to navigating risk and generating returns in US high yield, argues John Colantuoni.
Insight | August 4, 2025
A public path to private credit: The case for BDC equities
Business development companies offer insurers a liquid entry point to private credit. Ji He, Lloyd Ayer and Marcus VanBerkel explore how even a modest allocation can potentially boost income and reduce correlation risk.
Close Up | August 1, 2025
Is strong bid for European credit a blueprint for US?
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn explains why US short-duration credit could be back in favour in the coming months.
Insight | July 15, 2025
Strategic partnerships: Credit’s new frontier
Partnerships between banks and asset managers are reshaping the corporate lending landscape, as Gianpaolo Pellegrini and Stuart Fuller explain.
Insight | July 11, 2025
Still exceptional: Why US assets continue to anchor global markets
Despite headlines warning of de-dollarisation and shifting capital flows, the fundamentals of US investment-grade credit remain strong. With new sources of structural demand emerging, rumours of the demise of US exceptionalism appear greatly exaggerated, argues Anthony DeMeo.
Insight | July 10, 2025
European high yield: Rise of the underdog
As global investors look to add non-US dollar exposure, European high yield stands out as a stable, yield-enhancing alternative, as Thomas Samson and Jamie Cane explain.
EM Monthly | July 9, 2025
EM Monthly: Resilient and ready
In a world of diverging monetary paths and rising event risk, EM credit offers diversification, income and potential valuation upside for global credit allocators, argues Warren Hyland.
Close Up | July 4, 2025
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn sets out six ideas for investors to look out for in the second half of the year.
EM Monthly | June 12, 2025
As investor demand for sustainable and climate-aware finance accelerates, ESG, green and sustainability-linked bonds are becoming more prominent in the emerging market debt universe, write Warren Hyland, Yiannis Bartzilas and Archie Beeching.