Lombard Odier explore how these bonds can be used to add convexity, and enhance ratings and risk-adjusted returns
Brisk reopening brings quicker consumption response
MFS fixed income experts review the dynamics driving yields and what investors should be thinking about across the global fixed income markets over the next year and beyond.
In a tight risk/reward environment, stock selection will be the key driver of returns
Climate change and the transition to net zero is an increasingly important theme for investors. Aegon AM explore how climate change can be incorporated within portfolios, including fixed income.
Positioning across the style spectrum with a focus on individual stock picking
Positioning your portfolio for the challenges and opportunities ahead
Fallen angels are a sweet spot in fixed income that merit a strategic high-yield allocation. Lombard Odier Investment Managers' active approach optimises value by avoiding falling knives.