Private Debt: Predictable Real Returns (Candriam)
Does it seem as though we, and our investments, are living in uncertain times? With its scheduled cash flows,…
Debt and Credit Outlook
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Rethinking Sovereign Debt to Finance the Climate Transition: Introducing a novel investment solution (FTSE Russell)
A demonstration of how embedding climate considerations into sovereign debt investing can mobilise capital at…
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What Will It Take to Stabilise Debt in Advanced Countries? (Bruegel)
Debt can be stabilised across advanced economies yet many face sizeable fiscal adjustments and rising…
Credit Markets: Caution, Compression, and Opportunity (Mawer IM)
On this episode of The Art of Boring, Mawer's Global Credit Portfolio Manager Brian Carney unpacks what he…
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Does AI investment threaten both equity and fixed income investors?
Below you will find a robust selection of thought leadership covering stocks and sectors and fixed…