Industry Voice

The good news for investors over the last year is that absolute returns have been positive, but the bad news is that valuations have been pushed up as fundamentals have moved in the opposite direction. The question now is: how does this divergence get resolved in 2020 given that central banks have delivered?

Conventional wisdom suggests that US recessions usually follow an inverted yield curve. Given that the US yield curve has once again inverted, should we assume that a recession is on its way?

Backdrop – investing in volatile times

PIMCO believes that negative rates policy does not have much further room to run. In this article, we discuss the implications for investors.

What to expect, how to prepare and create opportunities out of the inevitable challenges ahead.

Martin Foden, Head of Credit Research at Royal London Asset Management, explains how ESG and credit analysis must be integrated to achieve superior investment returns.