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Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Despite a challenging start to 2022 for sterling corporate bonds, the market’s risk perception for the asset class is short of elevated levels. Should investors look through the recent volatility, they will find attractive levels of yields that remain backed by strong corporate fundamentals.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
What is the outlook for economic growth and how can investors ride out the risks?
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.