Analysis | February 8, 2022
Emerging Markets Update - Inflation
Will developed market central banks follow their emerging market counterparts in combatting inflationary pressures?
Analysis | February 1, 2022
Caution Warranted as Rates Moves and Higher Inflation Cloud the Outlook for Credit.
Analysis | January 27, 2022
US High Yield – Current Market Considerations
We believe a recent rise in volatility presents an interesting opportunity for investors in US high yield.
Insight | January 25, 2022
European Private Debt – A Bright Outlook
Does a strong recovery in deal flow and the prospect of protection from rising interest rates reinforce the investment case for private debt?
Viewpoint | December 7, 2021
Corporate Credit Outlook 2022 - Time to Harvest Carry
While risks remain, we expect the global economic momentum to continue into 2022, creating a potentially positive backdrop for credit.
Analysis | November 15, 2021
US High Yield – The Law of Supply and Demand
An anticipated increase of rising stars in US high yield over the next 12 to 18 months could result in a strong technical backdrop for the asset class.
Analysis | November 8, 2021
Deeply interconnected global themes are driving inflationary pressures, it’s not just because of a post-COVID surge in economic activity argues Tatjana Greil-Castro.
Insight | November 1, 2021
With the climate science increasingly undisputed and the latest IPCC1 report a timely reminder of the urgency for global climate action, expectations of the impending UN Climate Change Conference (COP 26) in November are higher than ever.
Insight | October 13, 2021
SFDR and the New ESG Regulatory Framework
The European Union’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021.
Analysis | October 8, 2021
Emerging Markets Corporates Vs. Sovereigns Lower Risk, Better Return?
Traditionally viewed as ‘riskier’ assets, emerging market (EM) corporate bonds tend to have a higher Sharpe ratio and higher credit ratings than their sovereign counterparts. In a post-pandemic world, what might this mean for those considering an EM allocation?
Analysis | September 22, 2021
While headlines surrounding a beleaguered Chinese property company have raised questions on the potential for broader contagion, we believe the situation is likely to be contained by Chinese policymakers. Portfolio Managers Warren Hyland and Christina Bastin discuss.
Analysis | September 20, 2021
We believe low default rates and robust fundamentals offer a compelling investment case for US high yield, underpinned by a strong economic backdrop.
Insight | July 28, 2021
Accessing Opportunities in Asia Pacific Private Debt
While private debt is firmly embedded in the US and Europe, the asset class is playing catch up in the Asia Pacific region.
Insight | July 15, 2021
Navigating the Transitions Created by Monetary, Fiscal and Responsible Investing Policies
As we move into the second half of the year, and as the global pandemic appears to be petering out.
Insight | June 23, 2021
A Long/Short Approach to Credit Investing
While the global pandemic resulted in another risk-off scenario for financial markets, risk events are a common occurrence that investors need to navigate.
Insight | June 21, 2021
Aviation Finance: A Positive Outlook in a Post-COVID World
As the end of the global pandemic nears, we believe an interesting opportunity in aviation finance has arisen.
Viewpoint | May 25, 2021
The Benefits of Syndicated Loans in a Rising Rate Environment
As interest rates trend higher, should investors consider an allocation to syndicated loans?
Analysis | May 10, 2021
Key Themes for Investment Grade/Crossover - Q2 2021
Since the second half of 2020, there have been interesting opportunities in reopening sectors such as airlines, leisure and hotels.
Viewpoint | May 6, 2021
Debt, Digital, Climate - May 2021
Are debt, digital and climate transforming central banking and the broader economy?
