Investor insights

Read what our experts have to say about a wide range of topics that are top-of-mind for institutional investors.

  • June 01, 2019

    Investor Insights with Eugene Lundrigan

    The comment that “rates can’t remain this low for long,” has been heard steadily in fixed income markets for the last 20 years as yields have continued to reach new lows. In fact, over US$15 trillion of global government bonds have negative yields. Today, low rates are a global phenomenon. In order to see a sustained move to higher rates, we need to see both stronger global growth and signs of increased inflation, neither of which appear to be on the horizon.

  • May 13, 2019

    Long-duration investment-grade private credit – a missed opportunity for LDI investors?

    There has been a buzz associated with private credit for some time now. Institutional investors have been turning to this high-profile asset class as evidenced by over $540 billion1 in global private debt fundraising over the past five years.

  • August 20, 2018

    Ten years past the global financial crisis: Lessons learned in fixed income

    With the approaching anniversary of the global financial crisis, an important metric is being reset: the 10-year performance track record. Asset managers will, starting very soon, no longer have 2008 on their 10-year historical performance charts. With its disappearance, an elementary but key gauge of risk management will vanish as well.