Bonds

Highlight

Markets

19JUN 2019

The case for a core allocation to emerging market debt

A commonly held, but misplaced, belief that emerging market debt is an obscure and risky outpost of the fixed income universe has resulted in its under-representation in many portfolios.

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.

16DEC 2018

Markets

Outlook 2019: Global convertibles

Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.

13DEC 2018

Markets

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

11DEC 2018

Markets

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

05DEC 2018

Markets

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.

SEPTEMBER

30SEP 2018

Markets

Our multi-asset views for September 2018

Here's what's changed in our views on a wide range of investment types this month, with a number of changes in the currencies space.

27SEP 2018

Markets

Navigating corporate bonds as the wind changes

Jonathan Harris, investment director and strategic capability manager for credit, talks to Last Word Media about generating positive performance from corporate bonds in varying market conditions.