Bonds

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Markets

17SEP 2019

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.

Economics

06AUG 2019

2019

JULY

01JUL 2019

Markets

Our multi-asset investment views - June 2019

What's changed in the monthly update of our views on a wide range of investment types?

MAY

24MAY 2019

Markets

Our multi-asset views for May 2019

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

JANUARY

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.

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 But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.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