The evolution of bond markets and where to next?
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape.
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape.
Large institutional investors around the globe now include global private credit as a core portfolio component, including the Future Fund...
The external environment affecting emerging markets (EM) has materially changed in recent years, with slowing global growth and tightening financial...
To say that it has been a challenging period for bond investors in recent years is not an exaggeration.
Our view is that we are operating in a different environment from the one that supported equities for much of...
Winners get so much attention but don’t forget the losers. They can add value too, says Acadian’s Jean-Christophe de Beaulieu.
Less than 15 per cent of US companies with over $100 million in revenue are publicly listed. Individual investors control...
The inflation ambush of 2022 ended a decades-long downward trajectory for interest rates.
Investors are currently able to access historically high yields without needing to move too far along the risk spectrum. This...
While the US economy has been surprisingly resilient in 2023, the risks are mounting. It’s likely the world’s biggest economy...
Global dividends surged to a record US$518.7 billion in Q3 2025, up 6.2% year-on-year, with financials leading the way. The...
Over the past 15 years, middle market direct lending has grown into one of the most dynamic areas of alternative...
For most Australians, superannuation is their largest financial asset outside the family home. So, when it comes to digital security,...
In financial markets, drama makes headlines. Share prices surge, tumble, and rebound — creating the stories that capture attention. But...
