FIXED INCOME
Balanced portfolios still need bonds
Bonds may not hedge every shock, but they still protect balanced portfolios...
Big Beautiful Bonds: Why big tech's borrowing boom is reshaping credit markets
The biggest shift in credit markets over the past six months hasn’t come...
New horizons in private credit: Why infrastructure debt stands out today
Infrastructure debt offers a differentiated, diversifying source of yield...
Measuring what matters in public and private fixed income
With spreads tight and dispersion rising, the tools investors use to judge...
Hormuz, we have a problem. Do we?
Bond markets are pricing the war in Iran. Equity markets are not. That...
AI credit expansion: Assessing the micro and macro Risks
Today’s AI financing wave looks more disciplined than past infrastructure...
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into...
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes...
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across...
ABS: A portfolio diversifier for volatile times
With the Middle East conflict clouding the outlook for inflation and interest...
Securitised credit: A new route to portfolio resilience?
In a market environment with tighter spreads and geopolitical volatility...
A brAIve new world for high yield
The global data centre and AI buildout is expected to require between $5...
