While a high yield market correction has occurred in each year since 2009, we have yet to see one in 2017. Given a positive fundamental backdrop for high yield bonds, we believe any pull-back in the market this year would present a good entry point.
In this month's infographic we look at the pros and cons of low inflation and balance sheet reduction, the state of the UK economy and the outlook for global trade.
Political change will have a significant impact on different sectors, affecting their future profitability. Andrew Howard, Head of Sustainable Research, explains how
Tom Walker discusses the latest Schroders Global Cities Index and the importance of universities in real estate investing.
It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.
Low inflation is harrying the hawks, and is keeping the Fed cautious as it looks to reduce its balance sheet.
We highlight some of the charts that we found interesting this month, including UK house prices, Chinese trade and the declining dollar.
Economic and Strategy Viewpoint
In this month's Viewpoint, we consider the more hawkish tone taken recently by central banks as well as examining the UK labour market and the prospects for global trade.
There are times when the leveraged loan market can provide attractive investment opportunities, but now is not one of them.
As covered in the Financial Times, our research challenges the conventional wisdom that portfolio turnover and transaction costs should be minimised, and finds it to be misguided.