
Alternatives Private credit quarterly roundup: Liberation Day market responses
Experts from Invesco's bank loan, direct lending and distressed credit teams to share their views from the second quarter of 2025.
The main challenge of monetary policy in the past was to contain high and volatile inflation. Policy makers rose to the challenge and brought inflation under control in many parts of the world, including emerging market economies with histories of very high inflation.
The current challenge for central banks is quite different. Inflation and interest rates are very low in all advanced economies, which poses a new challenge to policy makers: how to respond to the next slowdown or recession.
While a global recession is not the baseline consensus view at the moment, despite rising risks, it is essential to discuss and prepare policy options well in advance.
Experts from Invesco's bank loan, direct lending and distressed credit teams to share their views from the second quarter of 2025.
We speak with IFI portfolio managers about the factors driving US investment grade and how they are navigating the current fixed income environment.
April's fixed income markets saw mixed performance and volatility. Read our latest thoughts on how fixed income markets fared during the month and what we think you should be looking out for in the near term.