Bonds

Highlight

Multi-Asset

05DEC 2019

Monthly markets review - November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

Fixed Income

04DEC 2019

2019

OCTOBER

25OCT 2019

Fixed Income

Three myths surrounding ESG in emerging market debt

Many feel that a focus on ESG is not compatible with emerging market debt investing. We disagree.

23OCT 2019

Economic Views

Is the US heading for recession in 2020?

We look at what bond and labour markets are signalling about the prospects for the US economy next year.

22OCT 2019

Fixed Income

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.

15OCT 2019

Fixed Income

The death of yields in six charts

Bond yields have declined remarkably since 2008, with a growing proportion now below zero. Here we highlight some extreme instances of ultra-low yields and look at what they mean for investors.

SEPTEMBER

17SEP 2019

Fixed Income

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.

12SEP 2019

Fixed Income

The surprising diversity of bond markets

The extent of the diversity of global fixed income markets, and the scope for achieving strong returns while managing risk, may be underappreciated by investors.

11SEP 2019

Alternatives

How diversified is your portfolio?

With mainstream asset classes increasingly correlated over the last decade, investors may be overlooking the benefits of liquid alternatives.