Tag: Equities

Investment Research Offsite 2024 Recap

In September, investment colleagues from around the world met in...

2025 Fixed Income Outlook: A Year of Opportunity Amid Economic Uncertainty?

With inflation cooling and the US Federal Reserve transitioning from...

JP’s Journal: Revolting Bonds

Last week was certainly action packed. The election of Donald...

Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton

Japanese Election Raises More Questions than Answers

Japan’s general election on 27 October saw the Liberal Democratic...

Webinar: How Short-Dated High Yield Bonds can Give you Equity-Like Returns

The opportunity in short-duration high yield isn’t reliant on the...

High Supply Creating Attractive Opportunities in ABS

European auto loan ABS bonds have long had the attractive...

5 Charts: The Case for Allocating to Short-Dated High Yield

What if we told you that you could get equity-like...

European Central Bank: Data-Dependent ECB Cuts 25bps after Downward Data Surprises

As was widely expected, the European Central Bank cut rates...

Now is the Time for Investment Grade Credit

Opportunities and challenges abound in fixed income investment grade (IG),...