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Insights

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Jul 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.

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Jul 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.

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Jul 09, 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.

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