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High-Yield Bonds: The Useful Side of Supply Constraints
Low primary supply (new issuance) in the high-yield bond market is providing some support for high-yield bonds amid inflation and growth concerns.
Global Perspectives Podcast: The High Is Back in High Yield
Recession risks and rising rates have lifted yields on high yield bonds, so are these concerns now largely priced in?
The UK’s Dovish Turn: The £ Gets Pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
Five questions fixed income investors are asking in 2022
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Caution Merited in an Increasingly Uncertain Market
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
I’ll have one of everything, please The case for a more diversified fixed income portfolio
What is the outlook for economic growth and how can investors ride out the risks?
The Case for Collateralized Loan Obligations (CLOs)
In an environment where interest rates are rising, allocations to floating rate CLOs may help investors diversify a traditional fixed income portfolio.
The Balancing Act: Navigating Central Bank Policy Divergence
The challenge for central banks has grown more complicated with volatility in bond markets and mounting inflationary pressures.
Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?
Investor positioning still (unfairly) reflects an extreme hatred of bonds.
High Yield in a Rising Rate Environment
How factors affecting credit risk in high yield bonds might help balance upward pressure on interest rate risk.
Global Investment Grade: High Uncertainty Meets Low Dispersion
Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.