Van onze partners

We review the European credit universe and ask why is it that financial credit spreads are so tight relative to non-financials?

Halverwege 2024 is de divergentie tussen individuele economieën opnieuw als thema naar voren gekomen. Hoe zullen de belangrijkste economische factoren zich ontwikkelen en wat zal de impact zijn op de markten?

The data center market is experiencing rapid growth. Here are 10 trends propelling the data center economy and the reasons we believe investors should consider including them in their portfolios.

The U.S. federal fiscal deficit surged to $2 trillion in 2023 or 7% of U.S. gross domestic product (GDP).1 Put another way, the U.S. Federal Government spent $2 trillion more than it received in revenue during its 2023 fiscal year.

A discussion on global corporate bond opportunities in this roundtable featuring the Payden and Rygel fixed income team.

Emerging Market Debt (EMD) has continued to develop as an asset class, bringing with it a new subset of countries—EM frontiers. We use three criteria to classify frontier economies—investment credit rating status (high yield), income status, and issuance size.

Higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income.

Impactbeleggingen kunnen op meerdere plaatsen in de beleggingsportefeuille een plek krijgen. Hieronder presenteert Achmea Investment Management een raamwerk dat hieraan richting kan geven.

Achieving benchmark performance in an indexed fixed income portfolio requires more than a passive approach. Read about State Street Global Advisors techniques to exploit market inefficiencies and deliver what we call ‘implementation alpha’.

The evolution of electronic trading has catapulted the bond market into the modern era. Learn more about “The Modernization of Bond Market Trading and its Implications”.

Private credit performed well in 2023, with low default rates and plenty of market activity. But, with a recession potentially on the way, will this continue into 2024?

Lee Qian, investment manager van Baillie Gifford’s impact strategie ‘Positive Change’, vertelt hoe hij en het team tot de beslissing kwamen om te investeren in het internationaal opererende betalingsbedrijf Remitly en waarom dit de levens van de armste mensen ter wereld verbetert.