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Read below to see the U.S. convertible market's 1Q performance and strategic issuance, and expectations for 2Q 2025.
Discover why emerging market debt stands out as global tariffs rise, U.S. shocks ripple, and opportunities widen across credit and regions.
The EMD team dives into why they are optimistic about the prospects for Emerging Markets for the 2025.
Recent tariff announcements have sparked significant market reactions, leading to wider spreads and increased recession risks. While the new tariffs could impact supply chains and economic growth, especially in Asia, agency mortgages are less vulnerable due to its liquidity and government support.
Explore how U.S. high yield remains resilient amid trade tensions, as wider spreads and solid fundamentals enhance risk-adjusted opportunities.
Read the latest Macroeconomic outlook for 2Q 2025 on the stagflationary tilt in today’s economy—where rising prices, slowing growth, and shifting Fed priorities are setting a new macro tone.