Insight | January 21, 2026
Private debt in 2026 - The underserved rises
In a fragmented global economy, our heads of Private Debt across Pan-Europe, the US and Asia Pacific discuss the five key themes they expect to characterise the market in 2026.
Insight | December 17, 2025
All-weather resilience - 2026 emerging markets outlook
Emerging market credit enters 2026 supported by easing geopolitical risks, stable fundamentals and relatively appealing valuations, offering selective investment opportunities argues Warren Hyland.
Insight | December 16, 2025
Roll down and Carry on - Credit investing in 2026
Tight credit spreads and strong fundamentals support disciplined positioning, favouring carry and high yield exposure to capture returns while managing risk, argue Erick Muller, Mike McEachern and Tatjana Greil-Castro.
Close Up | December 4, 2025
Technology – challenges can create opportunities
In his latest column on the key developments, themes and opportunities in credit markets, Ian Horn discusses recent news flow around technology companies and how opportunities can be found amongst uncertainty.
Insight | November 25, 2025
Parallel lending: A disciplined path to resilient credit
By aligning with regulated bank standards, we believe parallel lending offers a transparent and resilient alternative within a market under increasing scrutiny, argues Gianluca Oricchio.
EM Monthly | November 18, 2025
Tracking China’s credit recovery
Tracy Zhao and Mel Siew review how Chinese credit has performed and where’s its headed, as the Chinese economy shows some green shoots.
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.