This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....
The correlation between bonds and equities is very high and not likely to correct anytime soon. So what is the solution? More fixed income....
Private credit in the investing space is a growing market where senior secured debt, asset-backed lending, structured and project finance, mezzanine debt and other...
In brief
-Volatility has risen considerably in the eurozone, which may ultimately pave the way for buying opportunities.
-European fixed income valuation has improved.
-Disinflation is back...
This article was part of an Ardea Investment Management paper title ‘Five Key Questions on Duration’, published on 25 July 2022. It helps investors...
Hamilton Lane has released its 2025 Private Market Overview report. The findings show areas of concern in private markets in the short-term, with positive...
From Mawer Global Credit Team
Business Development Companies, or BDCs, occupy a unique niche in the U.S. credit landscape. Created by Congress in 1980 to...
Key takeaways:
Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets.
Fixed income provides highly efficient...
Opinion piece taken from Nuveen’s Global Investment Committee mid-year outlook.
The following outlook includes directions to investment destinations where the water may prove warmer and...
Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both...



































