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February 15

Opinion Added Value in ABS

Investors are moving back into higher-rated fixed income after years of comparative neglect, and we noted that asset- and mortgage-backed securities (ABS and MBS) offered diversified risk exposures, together with relative value caused mainly by technical supply-and-demand (...)

January 15

News BlackRock Agrees to Acquire Global Infrastructure Partners (“GIP”), Creating a World Leading Infrastructure Private Markets Investment Platform

GIP is the world’s largest independent infrastructure manager with over $100 billion in AUM and a strong reputation for driving operational improvements in its portfolio companies & proprietary origination

December 2023

Opinion Investors Cannot Ignore the Debt-Sustainability Question

Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.

October 2023

News Sfil Group’s 1st issue in US dollar of the year

With this transaction on a 5-year maturity, Sfil extends its dollar reference curve by a further 2 years and contributes to diversifying its medium- to long-term financing sources after 2 euro transactions launched during the 1st half at 5 and 7 (...)

September 2023

Strategy Revisiting bonds for multi-asset

The last decade has seen a growth bias among financial assets, one that has become entrenched in equity indices. At the same time, bonds seemingly shed much of their protective qualities, offering investors very little by way of (...)

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