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High yield bonds: looking beneath the bonnet
Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
Upwardly mobile: credit’s quest for glory
Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.
ISG Insight: Markets versus policymakers – who’s in charge?
Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?
Versatility key in navigating new recovery challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
Less favourable monetary conditions for markets?
One measure of global “excess” money has recently turned negative, which may signal headwinds for equities and other risk assets, argues Simon Ward, Economic Adviser.
Introducing the REITs 3.0 flywheel
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.
A new “monetarist” forecast for UK inflation – November 2021
UK inflation is likely to peak at a higher level than the MPC expects but money trends suggest medium-term relief, assuming no additional boost from exchange rate weakness, argues Simon Ward, Economic Adviser.
Global dividend payouts reach Record Q3 high
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
Global 2022 growth hopes fading fast
October money / inflation data suggest that an economic slowdown will extend through Q2 2022, at least, argues Simon Ward, Economic Adviser.
COP26: reflections, responsibility and legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
A diversification trilogy: addressing key concerns in portfolios with REITs
Can a portfolio allocation to REITs help ease client concerns around market uncertainties?
Is US / Chinese monetary divergence reversing?
Chinese money trends are showing signs of improvement despite the real estate crisis while a US slowdown may extend as a reduction in monetary deficit financing is not fully offset by stronger bank lending, argues Simon Ward, Economic Adviser.