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Demographics reshape the real estate landscape
In this video update Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team explain that, as baby boomers retire and millennials enter the workforce, their changing housing needs and preferences are creating opportunities for companies to meet the demands of these growing population segments.
Multi-Asset Credit Fund: 7-up and still fizzing
With the fund currently celebrating its seventh anniversary, members of the Secured Credit Team and co-managers of the fund, Colin Fleury, Head of Secured Credit and David Milward, Head of Loans, share their thoughts on lessons learnt over the years and their views going forward.
Chinese equities: investing in innovation
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.
Secured Credit Insight: definitely a time for being active
Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team examines the level of dispersion in leveraged credit markets and questions whether average market spread levels are becoming increasingly meaningless.
A hawkish rate cut
A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.
High yield: blurred lines in valuations create opportunities
In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.
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The role of bonds in a negative rate world
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
Energy: A Sector in Transition
The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
Low yield is not no yield: Opportunities in structured credit
Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields
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The perceived lunacy of negative yields
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative-yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.
Draghi: whatever he could
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.
Investment roundtable: Views on the global economic outlook
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.