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.

…

What is alternative credit and how do you know it’s right for your portfolio, especially when rates are rising?

From middle market lending to infrastructure debt, real estate credit to CLOs, and the many instruments in between, the range of investments classified as alternative is wide.

In this webinar, …

The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio…

Although the traditional asset allocation portfolio mix of 60% stocks and 40% bonds has been a widely adopted investment approach that has spanned decades, a lower interest rate environment coupled with the underperformance of equities and bonds has investors questioning the validity of the 60-40 asset allocation model.…

Join Henry Song, CFA, portfolio manager for the Diamond Hill Core Bond and Short Duration Securitized Bond strategies, for a discussion on the opportunities in the investment-grade fixed income market, including a breakdown of the securitized markets and the importance of looking beyond the benchmark for investments in…

A Significant Risk Transfer (SRT) transaction is a first or second loss protection purchased by a bank on a diversified pool of core lending assets, for example, loans to large corporations, as well as SMEs. Although the origins of the SRT market date back to the 1990s, it has only existed as recognised today since the…

With both stocks and bonds recording losses in 2022, the 60-40 portfolio delivered its worst annual performance since the global financial crisis. What does a positive correlation between stocks and bonds mean for the future of portfolio construction? In this webinar, Noah Weisberger, Managing Director in PGIM’s…

Rob Arnott, Founder and Chairman of the board of Research Affiliates, shares his thoughts on Fed policy, interest rates and inflation from a historical viewpoint.

Passive fixed income sustainable investing is on the move: customized indexing can be complex, but finding the right solution can be simple.

Countries all over the world have embraced the SDGs. Our new Country SDG Framework shows exactly which of those countries are making most progress. This new framework helps fixed income investors to finance those governments that are really making a difference. Laurens Swinkels and Jan Anton van Zanten discuss the details in…

Autumn made a hasty arrival to Europe in mid-September and it was accompanied by a multitude of monetary policy meetings. The current tightening cycle has seen plenty of interest rate hikes. But this new round of meetings show how central banks appear undecided on their next steps in light of the mixed signals coming from…

The credit trading revolution is finally here. Catch this webinar replay to discover the alpha opportunities for systematic investors.

See the latest insights from experts at MFS Investment Management.

Pilar Gomez-Bravo, Fixed Income Co-CIO, shares why assessing sustainability factors provides opportunities for fixed income investors and how it can help to drive better business outcomes.

ESG investing has gained a lot of traction in recent years, but even with its growing popularity, many misconceptions still exist around how an ESG portfolio strategy should be structured to attain a dual mandate of making a positive impact and striving for solid performance.

How have shifts in U.S. interest rates influenced the fixed income opportunity set in Asia? S&P DJI’s Randolf Tantzscher joins SSGA’s Kheng Siang Ng for a closer look at how indices are helping investors track the development of global fixed income markets and assess potential shifts in the search for yield.

Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spiked, prompted an emergency intervention by the Bank of England to restore orderly market conditions against a global backdrop…

The New New Thing in private lending is NAV loans. In its most common form, a private equity sponsor takes on senior debt at the Fund level using its portfolio or a subset of the portfolio as collateral or using a credit facility backed by LP commitments. The portfolio loan differs from the standard practice of borrowing…

Professor Tim Congdon contrasts his view of QE with that of Ben Bernanke, arguing that “quantitative easing” works, both in theory AND in practice. In his book on 21st-Century Monetary Policy Ben Bernanke has several pages on QE, but hardly notices that these operations increase the quantity of money, broadly-defined.…