Bond investors can benefit from cable companies' new role

OMAM BOND BLOG

OMAM's Christine Johnson says cable companies' transformation from also-rans to mainstream media providers creates opportunities.

Inflation is rising. Taxes are rising. Government spending is being cut back. Personal incomes are static, which means actual money to spend is getting less and less. It is not just Greece and Ireland that face staggering deficits - the same is true for Japan and the US, the world's largest industrial economies, and for many in between. The problem for corporate bond investors is where, in this environment, can we turn for ideas that will bring sustained income and the potential for capital enhancement? Among the worst affected are companies having to buy raw materials on global commo...