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
Energy Transition Investment Outlook: Energy insights
Energy transition investment outlook: Insights from 420 investors in energy & natural resources The global shift towards cleaner energy is accelerating, and investors in the energy and natural resources sectors are navigating
How to Invest in Emerging Market Equities as New US Policies Bite
Plenty of Manufacturing Will Stay Put in EM Trump’s policies are designed to bring manufacturing back to the US. Yet whatever incentives may be provided to US companies, we think it’s unrealistic
Five factors we use to track recession risk, and what they say now
1 The Sahm rule tracks the unemployment rate. It states that if the three-month moving average of the U.S. unemployment rises more than 50 basis points from its low point over the
Private Credit 2025: Navigating Yield, Risk, and Real Value
Private credit is doing exactly what investors hoped it would in a year like this: providing strong, floating-rate yield and acting as a shock absorber from market volatility. Both Direct Lending and
Asia Fixed Income Investment Outlook – Quarterly Update
Asia high yield sectors continued to perform well The core sectors within Asia high yield that range from financials, commodities, infrastructure, renewables, and gaming, continue to perform positively from a credit perspective.
Blackstone leads $7bn equity investment into Rogers Communications subsidiary
Blackstone, alongside a group of leading Canadian institutional investors, has agreed to invest $7bn in a new subsidiary of Rogers Communications, marking one of the largest private equity-led infrastructure transactions in North
2025 Outlook for European Fixed Income: From Uncertainty to Opportunity
For a deeper dive into this topic, read European Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity. TRANSCRIPT: John Taylor: In 2024, we had a lot of election risk driving market volatility, and as
Ideas & Insights | J.P. Morgan Private Bank U.S.
LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you,
Private Markets Investment Outlook Q4 2024: Reasons to be optimistic
Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested or may even
Investment trusts VS open-ended evergreen funds
To facilitate legibility, the language forms male, female and diverse (m/f/d) are not used simultaneously in this text. All references to persons apply equally to all genders. Schroder Investment Management (Switzerland) AG