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Article | March 2025
The M&A Resurgence: Finding Opportunities in Fixed Income
- After years of limited activity, companies are looking for a chance to accelerate M&A, but the new administration and its policies will likely set the tone for dealmaking.
Article | March 2025
Rebalancing Act: Rethinking Growth Versus Value
- Recent gyrations have highlighted the inherent risk in the U.S. equity market’s growthy tilt—more evidence, in our view, that it’s time to increase exposure to value.
Article | March 2025
Going Global in Investment Grade Credit
- Investment grade credit yields are attractive even though spreads are tight, and a global approach can add another layer of opportunity.