Credit

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Markets

20MAR 2018

Themes we are watching in global credit

The scope of the global corporate bond universe can be a daunting prospect; identifying key investment themes is one way to navigate this landscape and make good investment decisions.

2017

DECEMBER

13DEC 2017

Markets

Outlook 2018: Global high yield

Solid credit fundamentals, a moderate uptick in global economic growth with limited inflationary pressure and a favourable supply-demand balance all point to another good year for high yield bonds.

11DEC 2017

Markets

Outlook 2018: Global corporate bonds

Global corporate bond valuations are elevated and insufficient to compensate for risk, but there will continue to be selective opportunities to take high conviction positions.

06DEC 2017

Markets

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.

06DEC 2017

Markets

Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.

OCTOBER

27OCT 2017

Markets

Where are the opportunities in high yield?

Several factors have combined to give strong impetus to emerging economies and markets, presenting a strong case for high yield credit.

06OCT 2017

Markets

We are still in a bull market… for complacency

In today’s complacent and expensive bond markets, an active and flexible approach is needed. We look at where the risks and opportunities lie.

SEPTEMBER

14SEP 2017

Markets

Do rising interest rates reduce returns on income investments?

Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets don’t perform as investors might expect.