Corporate and Strategic fund
IA North American most consistent sector
Shining a light on floating rate notes
Delegated to Dolan McEniry
How to invest sustainably in a post-Covid-19 world
Firstly, equities. The companies we invest in continue to pay their dividends, even when many others are cutting or suspending theirs and/or raising equity.
As multi-asset investors focused on income generation, we do not think going against global central banks is prudent, and until we see a meaningful turnaround in economic data, our preference for adding to risk is likely to remain for debt over equity...
Dissenting voice on QE raises questions
Latest Money Monitor from Lyxor ETF
The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.
Just 10% of investors anticipate V-shaped recovery
Up to 13.7% default rate
Fixed income responsible for over 90% of net inflows
Coming out of Covid-19's shadow
Outlook for bond markets
European equities have declined 26% during 2020 owing to the rapid spread of the Covid-19 pandemic. Consequently, economic activity indices have declined to multi-year lows.
Exclusion and weighting basis
'Let the buyer beware'
Following the unprecedented falls across all financial markets in recent weeks, the safest government bond markets have had to become cash vaults for fund allocators trying to raise the liquidity needed to plug the fast-growing holes left by the equity,...
The global spread of the coronavirus led to a simultaneous shock on both the supply and the demand side of the affected economies.
Nearly 80% predicted greater equity volatility
The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.
The Big Question on coronavirus
Strong capital ratios despite challenging share prices