corporate bonds
EM corporates: Identifying opportunities in a stressed price environment
Where should investors look?
Fed ETF purchases increase 433% providing 'much needed liquidity'
Total purchases rise to $6.9bn
Central bank support for credit markets may help them outperform equities
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.
Navigating a 'large but temporary' shock in markets
The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.
Investing in fixed income: Where to be cautious and where to buy
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...
Uncertainty prevails: Attractive valuations exist but the risk of defaults is high
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.
Bond markets' 'addiction' to low rates will 'not be left unsatisfied' for a year or more
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,...
Expect volatility as shocks arise from various sources
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
Chris Higham: Navigating a higher corporate default rate in 2020
2019 saw strong positive total returns across nearly all asset classes.
Why 'reasons for caution' on global growth are being overlooked
The myriad monetary policy easing measures observed across the globe allied with (admittedly, more modest) fiscal stimulus from countries such as China, Japan, France and the UK has led investors to believe that economic growth going forward is well underpinned,...
ESG, fixed income and active ETFs lead global demand
ETFs now $6.3trn industry
EMD yields look attractive but beware political risks
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
Fund picks for 2020 - Short duration, value and a potential Brexit bounce
Which products should investors go for?
Carmakers' bonds look good value in the short term but long-term challenges persist
The auto sector and credit markets have long had a love-hate relationship.
Identifying bond market opportunities amid 'a kaleidoscope of pickings'
What is risk? This is a question I constantly pose to myself when trying to assess how best to allocate capital within the fixed income space.
Allianz GI's Riddell: Bond managers now 'bank managers'
Manager foresees problems with corporate bond funds
BofAML survey: Number of fund managers expecting global recession in next year jumps
Downturn risk highest in eight years
Why investors need to 'strap in' and brace for recession
Warning signs in US data
Revealed: Winners of the 2019 Fund Manager of the Year Awards
Which funds stole the show?
Three years on from the Brexit referendum: What have we learned?
Risk assets outperformed 'safe haven' investments
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