The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies and Bethany Payne, Portfolio Manager, outline the implications of the announcements by the UK government in November 2020, that RPI will be aligned with CPIH from February 2030 and green gilts are to be issued from this year.
Adrienn Sarandi explains the Global Corporate Credit Team’s views on evolving ESG trends, how ESG analysis is best integrated into credit investment processes and key questions currently being asked by investors.