Author: Julia Bell

Closed-end senior loan funds are seeing discounts narrow as floating-rate income holds and credit defaults stay contained. Here is what is driving the move and what investors should watch.

Closed-end credit opportunity funds are seeing discount compression as credit spreads tighten. Here is what is driving the move and what investors should watch.

Closed-end commodity funds are seeing discounts narrow as inflation lingers. Here’s why the structure matters and what investors should watch.

Closed-end emerging market debt funds are narrowing discounts as rate cut bets drive renewed appetite for yield. Here’s what’s behind the move and where the risks remain.

Collateralized fund obligations are drawing pension allocators seeking rated private markets exposure amid rising public market volatility. Here is how the structures work and what the risks are.

Leveraged loan ETFs are absorbing floating-rate demand as Fed rate cuts stall, offering elevated income with real credit and liquidity risks beneath the surface.

Mezzanine debt funds are absorbing mid-market lending as banks retreat. Here is what drives the returns – and what risks travel with them.

Variable annuity subaccounts are drawing renewed interest from fee-sensitive retirement allocators as newer contract designs reduce costs and expand index options.

Defensive allocators are quietly building positions in emerging market local currency bonds, drawn by high real yields and improving fiscal discipline in select markets.

Macro allocators are quietly rebuilding commodity exposure, betting on a new supercycle driven by energy transition demand and constrained supply. Here is why the timing is shifting.