Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
Insights
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After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.
European bank bonds – even after having rallied – continue to look attractive on a selective basis.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Greg Wilensky shares his U.S. core fixed income outlook, noting that opportunities exist even though the probability of a soft landing remains in question.
The outlook for global investment grade credit is attractive but some caution may be required, says Portfolio Manager James Briggs.
Shifting narratives can quickly reverse but might some be permanent?
Highlights and key insights from the Annual Meetings of the World Bank Group and International Monetary Fund.