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.
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.
In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.
Risk surrounding the US election is reaching unprecedented levels, as measured by the options market. Head of Global Asset Allocation Ashwin Alankar explains why options prices are rising and why going long volatility may have the potential to benefit investors.
Tom Ross, corporate credit manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.
ABS is an attractive and yet under-utilised asset class with a number of differentiating features. The following paper provides a brief examination of this specialist asset class, outlining the case for its appeal as an investment.
Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.