While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected, justifying continued monetary and fiscal hyper-accommodation.
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.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
Elissa Johnson and Tim Elliot, secured loans specialists within the Secured Credit Team, highlight how European loans can provide the opportunity to invest in an asset class offering a wide range of risk adjusted returns.
The US Federal Reserve declined to expand accommodative policy measures, but Nick Maroutsos, Head of Global Bonds, believes the decision does not suggest the central bank is backing off from supporting the economic recovery.
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.