Search results for 'credit'

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Multi-strategy credit: don’t get depressed by headline spreads
Discover how active credit investors can find opportunity amid tight headline spreads via dispersion, AI bonds, convertibles, and EM debt.
Ways to access emerging market debt
We introduce a framework to help investors consider the most suitable way to access emerging market debt.
Dollars and Sense podcast
In this episode of Dollars and Sense, we discuss increased geopolitical risk, the AI hyperscaler buildout, and European banking resilience.
Dispelling the myths about emerging market debt
There are several misconceptions of EMD that exist. To help investors make a more informed decision, we explore the reality behind the myths.
What is emerging market debt?
The world's largest credit pool is often misunderstood. Get clarity on emerging market debt and learn practical considerations for your portfolio.
Why integration matters in a consolidating alternatives market
As public and private markets converge, we believe investors need alternatives managers with true integration.
India: return of the bulls
Our EM Equity trip to India highlighted how the country’s growth has far from peaked, with manufacturing and rising consumption driving a comeback.
Securitized credit: why now?
Six reasons why securitized credit can benefit investors in the current market environment.
The high-grade credit opportunity from AI
AI is reshaping the corporate bond market at the long end of the curve and creating a potential buying opportunity for active managers.
Inflation: Back to the 70s?
Analysis of whether today's inflation risks echo the 1970s, examining supply shocks, AI's disinflationary potential, and policy responses.