As the economy slows and the cycle ages, companies will likely face financial headwinds. Aegon AM’s experienced high yield team explores whether high yield issuers can weather a downturn.
Aegon AM Investment Grade portfolio manager, Euan McNeil, reflects on how sterling credit markets have fared since the end of the disastrous and short-lived Truss Premiership.
MFS Chief Economist Erik Weisman suspects the next business cycle will feature a bit more growth, a little more inflation and Main Street beating out Wall Street.
Explore which oil-producing countries should continue to thrive in a 1.5° world and which producers will be increasingly marginalised, says Court Gilbert
Martin Currie, a specialised investment manager from Franklin Templeton provides an outlook for the year ahead for UK Equities
EM is a diversifier but there’s too much uncertainty