Why the Euro High-Yield Market May Be Worth the Risk
Meanwhile, the amount of distressed debt is small and is concentrated in the low single B/CCC part of the market, so we don’t expect it to become a systemic concern. For the
A Higher Inflation Future and the Need for Real Assets
Perhaps the key macroeconomic variable that points to the potential for investors to face a new strategic investment regime is inflation. Certainly, when we have strategic conversations with investors about the medium-to-long
Equity Outlook: As Volatility Rises, Resist the Tactical Temptation
Earnings Growth Patterns Are Changing So what should investors look for? It depends on your investment philosophy. Growth investors can target companies with clear business advantages to support profits that exceed the
Private credit investment insights | Invesco US
CLO issuance is expected to remain strong, supported by experienced managers and robust investor demand. The market could see record levels of issuance if the weighted average cost of debt tightens alongside
Navigating Turbulent Waters: Trucking Stocks and Investment Insights – News and Statistics
Mar 10, 2025 Trucking stocks have experienced turbulent times, with recent data pointing towards an investor-driven sell-off in response to declining truckload spot rates. According to a report by Citi’s transportation analysts,
Next week’s stock market outlook for FTSE 100 and FTSE 250 shares
Important information – This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment
Investment trends and insights across hospitals and health systems
In today’s rapidly evolving healthcare landscape, making informed investment decisions is crucial. Mercer’s annual survey of healthcare asset owners provides valuable data and observations on asset allocation, performance, governance, and market/industry concerns.
Capital Markets Outlook 4Q 2024—Normalization: Endgame
On the credit side, spreads on high-yield bonds are relatively low, but all-in yields are still above long-term averages. The starting point of yield to worst has historically been a good indicator
Global M&A industry trends in real estate: 2025 outlook
The wellness trend is attracting investors seeking portfolio diversification.
Recent M&A activity and strategic partnerships in wellness-related real estate make this a sector to watch.
Investors seeking to broaden
Why Bother with Defensive Equities During the New Trump Era?
Meanwhile, growth stocks are much more expensive versus the broad market than they were in 2016. At the same time, defensive stocks—represented by the MSCI USA Minimum Volatility Index—are trading at relatively
Q4 2024 investment strategy video
The global economy has turned a new page, with the Federal Reserve (Fed) finally cutting interest rates. Recession looks unlikely, and a soft landing remains in sight. The Fed has plenty of