Join Colin Reedie, Head of Active Strategies, and Matthew Rees, Head of Global Bond Strategies at LGIM, as they chat through the more volatile world of fixed income investing, where we are in the economic cycle and the outlook for active fixed income investing more generally.

Peer-to-peer technology platforms have unlocked tremendous value in many sectors of the economy. Think of Airbnb and eBay, for example. Yet despite finance being one of the most astute users of technology, the repo and sec lending markets have defied attempts to make them more efficient. That may be about to change.

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Matthew Moniot, Co-Head of Credit Risk Sharing at Man GPM, joins Bloomberg Intelligence's Noel Hebert and Sam Geier on this episode of Credit Crunch, part of the FICC Focus podcast.

LSEG’s macroeconomic experts discuss divergence and dispersion—where impact has been most significant, and trends being seen today.

Residential private credit offers a compelling investment case for insurers, from diversified income streams to favourable capital treatment. Listen to Eric Atlas share his insights with InsuranceAUM.

The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio…

Although the traditional asset allocation portfolio mix of 60% stocks and 40% bonds has been a widely adopted investment approach that has spanned decades, a lower interest rate environment coupled with the underperformance of equities and bonds has investors questioning the validity of the 60-40 asset allocation model.…

Join Henry Song, CFA, portfolio manager for the Diamond Hill Core Bond and Short Duration Securitized Bond strategies, for a discussion on the opportunities in the investment-grade fixed income market, including a breakdown of the securitized markets and the importance of looking beyond the benchmark for investments in…

Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next.

A new podcast from Fidelity offering fresh perspectives on alternative assets for more informed portfolio decisions.

The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the…

This episode of explores Fannie Mae's new Mission Index and Social Bond Framework for single-family RMBS pools.

Capital Allocators discusses Dave’s history in investing, private credit and the high yield bond market.

Walter Kress, Chief Investment Officer of Ernst & Young, LLP discusses the ‘large playground’ of fixed income and how individual components of the fixed income market are significantly different to two years ago.

How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans?

A timely discussion on the term premium, which may be signaling the possibility of rising compensation for bond investors as the yield curve potentially re-steepens.

Tony Crescenzi and host John Nersesian take a deep dive into today’s bond market and the impact of Fed policy, how investors should be thinking about their fixed income allocations now, and the compelling opportunities presented by higher starting yields across sectors.

Catastrophe bonds – the reinsurance debt instruments linked to natural disasters and one of the most profitable hedge fund strategies of 2023 – are in high demand right now. This episode of Long Story Short investigates why.

Robert Lam and Paul Kamenski, Co-heads of Credit at Man Numeric, join Danilo Rippa, Head of Global Credit Multi-Strategy and Global Convertibles at Man Solutions, to discuss adopting a quantitative approach to investing in credit markets. They discuss the rise of quant credit, the alpha opportunities it presents, as well as…

In recent months, GLP-1 drugs have been thrust into the spotlight, amplified by increased media attention and several headline-grabbing comments from large retailers.