Credit

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Fixed Income

15AUG 2019

Why USD corporate bonds are set to attract international investors

The falling costs of hedging mean international investors could be more attracted to US dollar corporate bonds.

2019

FEBRUARY

27FEB 2019

Fixed Income

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

27FEB 2019

Fixed Income

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

JANUARY

15JAN 2019

Fixed Income

Why fears over the rise in triple-B corporate bonds look overdone

Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent of large companies with stable earnings and defensive characteristics.

11JAN 2019

Fixed Income

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

2018

DECEMBER

19DEC 2018

Equities

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.

18DEC 2018

Fixed Income

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

17DEC 2018

Fixed Income

Outlook 2019: Securitized credit and asset based lending

The securitized sector offers a respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.