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Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
Municipal Sector Outlook
Our mid-year Municipal Sector Outlook highlights a shifting landscape for municipal credit. Significant federal policy changes, evolving sector fundamentals and[…]
July 2026 Investment Outlook
We believe the expansion phase of the global credit cycle will continue through 2026, backed by decent economic growth and[…]
Back to the Future? US Autos Face a 1970s-Style Shock
Are US auto credit spreads mispricing risk? As the industry faces a convergence of Chinese competition, rising EV investment costs,[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
Strait of Hormuz Disruption and the Long Tail of Higher Oil Prices
Saurabh Lele illustrates the scale of oil disruption and why he thinks oil prices will remain above pre-conflict levels for[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
April 2026 Investment Outlook
We believe the expansion phase of the credit cycle will continue through 2026, but markets will likely experience a number[…]
Finding Opportunity in Today’s Euro Credit Markets
Luuk Cummins, Portfolio Manager, shares where he currently sees opportunity in today’s euro credit markets, from “rising stars” to non-rated[…]
Credit Market Risks: What the Euro Credit Team is Watching Now
From supply dynamics to M&A leverage to rate volatility, Rik den Hartog, Co-Head and Portfolio Manager for Euro Credit shares[…]
Managing Capacity in Euro Credit: Maintaining Alpha for Clients
Jeroen Potma, Investment Director explains why disciplined capacity management helps protect the Euro Credit Team’s ability to seek alpha and[…]
Navigating Euro Credit: Fundamentals, Valuations & Technicals
Pim van Mourik Broekman discusses overweight and underweight sectors, geopolitical risks and why diverging central‑bank actions may steepen the curve.
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