Our Insights

We dig deep every day inspiring each other to identify new perspectives and opportunities. Our team-based culture stimulates debate and promotes fresh ideas which can lead to real value for our clients.

Emerging Markets Insights

Frontier Market Debt: Making History Rhyme

Intro

An Introduction to CLOs and CLO Equity

Quarterly Insights

Tariffs, the Dog That Barked (a Lot) but Didn't Bite?

Emerging Markets Insights

The Case for Emerging Market Local Currency Supranational Bonds

Annual Report

Corporate Responsibility Report

Quarterly Insights

Seeking (Bond) Shelter in a Tariff-ied World

Infographic

Putting Alternative Economic Data Under the Microscope

Emerging Markets Insights

Investment Grade Emerging Market Debt for General Account Clients

Fixed Income Insights

Capitalizing on M&A Activity

Quarterly Insights

Beware of Bull Market Complacency

Infographic

Will M&A and IPO Potential Become Reality?

2025 Outlook

Running the Right Race

Fixed Income Insights

Sizing Up Sectors Post-Election

Bulletin

Revealing Performance Consistency with Information Ratios

Quarterly Insights

Weighing What Matters

Infographic

Visualizing China's Economic Issues

Macro Insights

Interpreting Labor Market Signals

Quarterly Insights

Markets Sending Mixed Messages

Infographic

The Burgeoning Influence of Technology

Macro Insights

The Unexpected Tailwinds of Higher Rates

Annual Report

Corporate Responsibility Annual Report

CRE Insights

CRE: Finding Value in a Misunderstood Market

Quarterly Insights

The Market Writes Its Own Narrative

Infographic

Market, Economic Impacts of AI

Quarterly Insights

Beware the Consensus

Insights

Looking for Long Bonds?

Insights

The Push and Pull of Higher Rates on Fundamentals

Infographic

The State of the Consumer

Insights

Post Hoc: US Regional Banks After the Crisis

Insights

Investors Now Have a Unique Way to Combine Public and Private Investments

Infographic

Credit Crunch: Why It's Not in the Data

Insights

The Relevance and Benefits of LDI Customization

Insights

Misconceptions, Pullbacks and Potential Opportunities

Insights

High Yield Bonds – In The "Sweet Spot"

Insights

US Fixed Income: The Global Source For Yield

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