News and insights
Discover our latest news, views and analyses
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A diversified offence in private credit as the best defence
Amid elevated uncertainty, investors are increasingly being drawn to private credit as a resilient asset class that can deliver attractive risk-adjusted returns, diversification, and income stability.30 October 2025Tags: Alternatives -
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Capital Market Assumptions
Why a new economic regime calls for a reassessment of risk and rewards14 October 2025 -
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A case for strategic allocation to India Fixed Income
In the midst of global market uncertainties, resilient emerging markets like India can potentially provide an important source of diversification for core fixed income allocations. In this video, Kapil Punjabi discusses our five building block strategy for India bonds.22 September 2025 -
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Securitised Credit
Income, capital, and diversification benefits for asset allocators16 September 2025Tags: Securitised Credit -
India fixed income primer
This primer explores the key supporting factors for Indian bonds, focusing on valuations, macroeconomic dynamics, and currency considerations.12 September 2025 -
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India fixed income: Strength and resilience amid global uncertainty
In this video, Kapil Punjabi discusses the cyclical and long-term drivers of India bonds and highlights why the asset class demonstrates resilience in the face of global uncertainty.01 September 2025