Stable Income for Shifting Markets
Why Now?
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Systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
Active Management Comes for Private Credit
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
3 Bond Myths Dispelled
Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
Unlocking durable income through discipline, active value creation, and local insight
Portfolio managers Rob Mead and Philippe Bodereau discuss how Australian investors can replace bank hybrids in their search for alternative income sources.
Today’s Opportunities in Global Banks
Philippe Bodereau, Portfolio Manager and Head of Credit Research, Europe, highlights the opportunities he’s identifying across the global banking sector to generate attractive income.
The hybrid phase-out opens the door to optimised global fixed income portfolios offering competitive returns with lower risk.
Fed Policymakers: Split Decision
We expect the Fed will resume gradual interest rate cuts later this year, depending on U.S. labor market trends.