Fixed Income

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Managers' views

02OCT 2019

Why passive investors may face greater risks

Passive corporate bond investors could face significant losses when the next economic downturn hits. Active managers, however, have more flexibility and should be able to manage these risks more efficiently.

2019

AUGUST

29AUG 2019

Managers' views

What are insurance-linked securities and how do they work?

A challenging environment for traditional asset classes means less correlated assets - like insurance-linked securities – are in higher demand. How do they work?

21AUG 2019

Managers' views

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

We expect lower interest rates to support commercial real estate and residential property values. How can investors take advantage?

16AUG 2019

Managers' views

Taking a dovish stance: How central banks are attempting to take flight ahead of the economic growth slowdown

We dive into the inner workings of the shift of the European Central Bank (ECB) and Federal Reserve (Fed) to take on a dovish view and what this might pose to credit markets.

16AUG 2019

Managers' views

Economy on red alert with yield curve close to inversion

With yield curves close to inverting in the US and UK, Keith Wade, Chief Economist, explains the implications for the economy.

15AUG 2019

Video Webcast

60 seconds on global credits - thematic trends

In this short video Manu George, Senior Investment Director, Fixed Income, shares his view on global credits’ thematic trends.

14AUG 2019

Managers' views

Argentinian markets tumble as political uncertainty returns

Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.

13AUG 2019

Video Webcast

60 seconds on global credits: high yield vs investment grade

In this short video Manu George, Senior Investment Director, Fixed Income, shares his view on high yield vs investment grade.