Passive credit investors could be facing significant downgrade losses when the next economic downturn hits. Active managers, however, have the flexibility to manage these risks more efficiently.
Schroders analysis found that allocating to Asian corporate bonds, with their attractive yields and relatively low levels of risk, backed by solid country and company fundamentals, can improve portfolio efficiency.
Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent of large companies with stable earnings and defensive characteristics.
Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.
Jonathan Harris, investment director and strategic capability manager for credit, talks to Last Word Media about generating positive performance from corporate bonds in varying market conditions.
The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?
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