Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Opportunities and risks in a multi-speed recovery
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Credit market’s brave new world
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
The turn: High yield on the road to deleveraging
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
Uncovering opportunities in today’s bond market
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
Choice growth: Potential opportunities from high yield expansion
Tom Ross and Seth Meyer, corporate credit portfolio managers, explain why the rise in the size of the high yield bond market is to be welcomed.
Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
Harvesting higher yields in today’s bond markets
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
ESG in credit investing: themes, considerations and implementation
Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.
Finding value in each other: Active collaboration in stock and bond analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Reflation: Is this the real thing or just fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Income investing: different approaches to meet your needs
With economic and social uncertainty likely to be important considerations for the foreseeable future, investments that are able to generate an attractive income stream, while seeking to defend or potentially grow capital values, are in strong demand globally.