A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?
Investing in a negative yielding bond effectively locks in a loss, but can still be a rational thing to do. Here we look at six reasons why.
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.
Leveraged loans have bounced back from a difficult end to 2018, but numerous risks remain. Investors who haven’t already reconsidered their positioning have a rare second opportunity to do so.
Data shows that long term investment grade corporate bond returns have been relatively smooth and consistent, even through difficult markets.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
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.