High-yield investors face a challenging backdrop, but attractive opportunities are starting to emerge amid the ongoing uncertainty, says Wellington Management’s Konstantin Leidman.
As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.
Across the developed world, inflation is back and here to stay, says Wellington Management’s John Butler.
Liliana Castillo Dearth joins
The world has entered a new era of elevated market and macroeconomic volatility, with significant divergence across regions, sectors and asset classes.