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Insights

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May 16, 2025

Global investment grade: Finding opportunities in an uncertain world

Global credit markets continue to grapple with renewed volatility driven by US policy shifts, geopolitical tensions and uneven fiscal responses across regions. Ian Horn and Anthony DeMeo discuss some of the recent changes in credit markets and how the opportunity set has evolved.

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May 13, 2025

Direct lending in a fragmented world

Tariff and macro uncertainty present risks and opportunities for private debt investors. Kirsten Bode, Rafael Torres, Andrew Tan and Michael Smith explain how these trends are manifesting in Europe, Asia Pacific and the US, while identifying common themes that cross borders.

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May 13, 2025

CLOs: Accessing high quality opportunities in structured credit

Collateralised loan obligations can offer investors attractive yields, low duration risk and diversification.

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