Industry Voice
Industry Voice: What we're watching in Asia
Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensus-beating corporate earnings, while also examining the outlook for the US-China tensions relating to trade and elsewhere.
Industry Voice: Sustainability in Bond Markets Amid COVID 19 - ESG in Focus
Is this health crisis turned economic shock the ESG inflection point that markets needed? In this Q&A, we discuss the outlook for ESG and PIMCO’s approach to sustainable investing.
Industry Voice: Overcoming fast fashion's hidden costs
The recent controversy over the working conditions at UK clothing brand Boohoo has brought the practices of fast fashion back into the spotlight. As clothing makers churn out affordable designs at an ever-faster pace, the environmental and social costs...
Industry Voice: Conviction edges up for emerging-market credit
In this Q&A, Brad Godfrey, CFA, institutional portfolio manager and director of alternative & asset allocation strategies, discusses the recent performance and outlook for emerging-market debt (EMD), paying particular attention to how the pandemic has affected the asset class and where the EMD team sees opportunity across the market.
Industry Voice: Sustainable investing: the new 'normal'?
So far, the defining factor of 2020 has been its uncertainty. After COVID-19 caught the world by surprise, the pandemic quickly grew into an unprecedented global crisis. Governments, populations and businesses have been forced to adapt to the new ‘normal’,...
Industry Voice: There is more to Europe than meets the eye
In the biggest, shiniest, or most talked about companies, innovation is obvious. Yet like opportunities, innovation is sometimes hidden, waiting to be discovered. Similarly, Europe is regularly overlooked, but there are bright opportunities in not so obvious places.
Industry Voice: PIMCO's Credit Outlook: Which sectors will fare better than others?
The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.
Industry Voice: Disruption accelerated
Amid the coronavirus pandemic, the digitization of the economy gathers steam.
Industry Voice: When coupons are king: the case for global high-yield credit
High-yield bonds were particularly affected during the March sell-off, and the asset class is still trading at attractive valuations. At a time when listed companies are cutting dividends, we believe that high yield’s income-generating qualities means that it has the potential to deliver superior risk-adjusted returns earlier on in the market’s recovery.
Industry Voice: How the coronavirus is reshaping the blue chip universe
Defining potential winners and losers—near and longer term.
Industry Voice: Assessing today's pan-Asia potential
Fidelity Asia Fund portfolio manager Teera Chanpongsang reflects on the recent volatility in regional equity markets and outlines the benefits of maintaining a longer-term perspective in the current environment
Partner Insight: RWC's Fenton: 'Traditional means of diversification let investors down in Q1… we didn't'
Credit cycles patterns have the ability to provide signals as to when to take or reduce risks. Yet many fund managers failed to spot the end of the credit cycle was nigh in 2020
Industry Voice: Opportunities from dislocation
As we move through the different phases of the Covid-19 crisis and recovery, continuously evolving market dislocations will present challenges and opportunities. Fidelity Global CIO Andrew McCaffery and Anna Stupnytska, Head of Global Macro, discuss why investors should allocate capital that is sensitive to recovery rates, as well as identifying some key themes that will shape returns over a longer-term horizon
Industry Voice: Further volatility in high yield likely
In this Q&A, Eaton Vance high-yield experts provide an update on market movements and changes in the macro environment and offer their thoughts on investment opportunities at this juncture.
Consensus expectations may be overestimating the recovery trajectory
Returning to a “normalized” environment could take longer than many anticipate.
The new economic order
As the economic and social impact of Covid-19 plays out, new long-term trends will set the world on a unique course. Fidelity’s Global CIO Andrew McCaffery and Anna Stupnytska, Head of Global Macro and Investment Strategy discuss what this new economic order could look like in terms of state intervention, fiscal activism and Asian leadership.
Industry Voice: Recalibrating the rulebook: a focus on fundamentals
Credit fundamentals have worsened since the market sell-off began, although central banks could provide some companies with a soft landing and many firms have drawn on their credit lines in a bid to stay afloat. In our latest edition of 360°, we discuss the uptick in defaults and downgrades and consider what this means for fixed-income markets.
Industry Voice: LF Canlife Portfolio Funds - Dear Prudence
Canada Life Investments
Industry Voice: China's tourists step out again
China’s five-day May Day holiday was the first big test of domestic demand - and particularly tourism - since Covid-19 lockdowns started being lifted. We take a close look at China’s journey back towards normality and highlight some of the bright spots that we are seeing on-the-ground.
Industry Voice: The risk of riding too high
Canada Life Investments
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