Securitized products and private asset-based finance (ABF) have monopolized the discourse with investors seeking to diversify their portfolios while capturing additional spread and yield.
In his latest video series, Colin Purdie, CFA, Manulife IM's CIO of public markets, offers valuable insight to help investors navigate both uncertainty and opportunity in today’s dynamic market landscape.
What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.
Why are actively managed core bonds attractive today? PIMCO portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
In Natixis Investment Managers 2024 institutional investor survey, 60% of Australian respondents said they were looking for new opportunities or areas of interest in private markets. One area which is certainly benefitting from this increased interest is Asset-Backed Finance (ABF).
In this episode of Better Vantage, Sara Devereux, Global Head of Fixed Income at Vanguard, discusses why fixed income is re-emerging as a strong asset class after years of muted returns.
This expert-led discussion will help demystify the expanding private credit space and provide practical insights to support informed investment decisions in a rapidly transforming credit environment.
Group CIO Dan Ivascyn discusses how looming Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.
Peer-to-peer technology platforms have unlocked tremendous value in many sectors of the economy. Think of Airbnb and eBay, for example. Yet despite finance being one of the most astute users of technology, the repo and sec lending markets have defied attempts to make them more efficient. That may be about to change.
When it comes to high yield ratings are often the starting point, but they do not tell the full story. Reducing the asset class to a simple rating scale means overlooking what really matters.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Tae Ho Ryu and Terence Pang discuss how a small asset class in the fixed income universe has staged a return after being battered by the collapse of a single sector.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Tae Ho Ryu and Terence Pang discuss how a small asset class in the fixed income universe has staged a return after being battered by the collapse of a single sector.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Tae Ho Ryu and Terence Pang discuss how a small asset class in the fixed income universe has staged a return after being battered by the collapse of a single sector.
Zoe Na, Senior Manager of Asia ETF Capital Markets, and Christopher Hamilton, Head of Client Solutions at Invesco explore the strategic role of CLOs in client portfolios and examine how their inclusion can influence overall robustness and resilience.
Group CIO Dan Ivascyn helps investors unpack today’s market narratives around elevated government debt, risks to the U.S. dollar, and the importance of seizing opportunities beyond U.S. borders.
In this episode of All the Credit®, Credit Markets in Transition, we explore the evolving role of liability management in global credit markets and how they’re reshaping outcomes for investors, creditors, and the broader credit market.
Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities strategy discusses tightening of credit spreads, risks in the leveraged loan market, and the limited compensation for high-yield bonds.
PIMCO Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in fixed income, and how to build a resilient portfolio that capitalizes on opportunities across public and private markets.
