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US exceptionalism: 5 perspectives on 2 truths
Our experts discuss the paradox of US exceptionalism today, emphasizing diversification and active management in response to evolving global economic trends.
Perspectives on the Middle East conflict
As the situation in the Middle East continues to unfold, you can find the latest insights from our investment experts here.
Duration: A dynamic lever in fixed income investing
Amar Reganti and Adam Norman profile duration's versatility in fixed income, focusing on its role in managing volatility and pursuing attractive risk-adjusted outcomes.
Top 5 fixed income ideas for insurers in 2026: Give ground on risk, but just a little
With a note of cautious optimism, we consider a range of fixed income ideas for insurers, from investment-grade private credit to emerging market debt.
2026 Insurance Outlook: Cautious optimism and a second bite at the apple
Members of our Insurance team share their economic expectations, investment ideas, and a regulatory roundup for the year ahead.
The soft underbelly of US foreign policy
Our experts discuss the US-EU financial dynamics amid Greenland tensions and analyze US foreign policy's vulnerabilities.
Constructive, selective, resilient
Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.
Questioning US credit quality
Fixed income strategist Amar Reganti examines questions surrounding US creditworthiness.
Chart in Focus: Three reasons to keep the faith in US credit quality
Our fixed income experts highlight the resilience of US institutional credibility.
Still climbing, just slower
Members of our Insurance team share the key themes behind their cautiously optimistic outlook for the second half of 2025 and the implications for reserve-backing and surplus fixed income, as well as other major asset classes.
Two key questions that bond investors should not ignore
Investment Directors Amar Reganti and Marco Giordano and Portfolio Manager Campe Goodman tackle two key questions that are likely to be top of bond investors’ minds during the second half of 2025.
Tariff wars: The yield awakens
Members of our Insurance team discuss the turbulent economic and market environment and the implications for reserve-backing and surplus fixed income, as well as other major asset classes.
Allocating to fixed income in an age of austerity
Amar Reganti and Adam Norman explore how flexible fixed income strategies may offer stability and yield in a volatile market environment.
The yield buyer
Our fixed income experts examine the impact of tight credit spreads and elevated yields on today’s credit markets and explore the value of active management.
Top 5 fixed income ideas for 2025
Fixed Income Strategist Amar Reganti and Investment Communications Manager Adam Norman outline which five areas of fixed income may be best positioned in 2025.
Going their separate ways: Capitalizing on bond divergence
Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.
Meet the Manager: Amar Reganti
Learn how Fixed Income Investment Director Amar Reganti looks at the world through the lens of fixed income markets and why he’s optimistic looking ahead.
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