Credit

Highlight

Markets

22OCT 2019

What happens to high yield bonds in times of market stress?

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.

2019

JUNE

06JUN 2019

Markets

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

Markets

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

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.

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

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.

JUNE

12JUN 2018

Markets

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

MARCH

20MAR 2018

Markets

Themes we are watching in global credit

The scope of the global corporate bond universe can be a daunting prospect; identifying key investment themes is one way to navigate this landscape and make good investment decisions.