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Seema Sopal, ABS Fund Manager, discusses how the team look to deliver resilient returns and uncover global opportunities, and how the market may develop for investors in the year ahead.

When capturing the potential that private markets could offer defined contribution schemes, trustees need to ensure they have absolute clarity on fees, fund structures and liquidity, says BlackRock’s James Rowe.

Historically, the US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets. When blended into LDI portfolios there is the opportunity to enhance collateral waterfall liquidity...

John Kerschner and Ian Bettney from Janus Henderson’s Global Securitised Team examine how CLOs and other securitised assets have weathered recent volatility, and why selectivity and active management remain central to capturing opportunities across the market.

In 2026, emerging market (EM) equities are now being driven by domestic demand, innovation ecosystems and local capital, rather than the US business cycle. If you’re still treating EM as a high beta add on to developed markets, you’re investing with yesterday’s...