Bonds

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Markets

27JUN 2019

The downgrade risks facing passive investment grade bondholders

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.

2019

MAY

24MAY 2019

Markets

Our multi-asset investment views - May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

MARCH

21MAR 2019

Markets

10-year forecasts: our expectations for returns from the major asset classes

Our forecasts for the next ten years show returns from market indices will continue to undershoot investors’ expectations.

JANUARY

29JAN 2019

Economics

30-year return forecasts: 2019 update

In our latest update of 30-year return forecasts we find that returns on cash are still poor while equities remain the asset class offering the greatest potential for returns.

11JAN 2019

Markets

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

07JAN 2019

Markets

Quarterly markets review - Q4 2018

A look back on markets in Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth.

2018

DECEMBER

19DEC 2018

Markets

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.

18DEC 2018

Markets

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.