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Economics

04DEC 2019

Outlook 2020: Global bonds

Could US dollar weakness grease the wheels of global growth in 2020?

2019

SEPTEMBER

17SEP 2019

Economics

Fallen angels: 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.

12SEP 2019

Economics

The surprising diversity of bond markets

The extent of the diversity of global fixed income markets, and the scope for achieving strong returns while managing risk, may be underappreciated by investors.

JUNE

06JUN 2019

Economics

Why investors might be wrong about corporate bonds

Data shows that long term investment grade corporate bond returns have been relatively smooth and consistent, even through difficult markets.

MARCH

18MAR 2019

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

2018

DECEMBER

19DEC 2018

Economics

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

17DEC 2018

News releases

Outlook 2019: Securitised credit and asset-based lending

The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

05DEC 2018

Economics

Outlook 2019: Global bonds

The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.