Fasciné par le revenu

par Tom Ross

il y a 2 jours

​Tom Ross, gérant d’obligations d’entreprises, examine les particularités du marché européen des obligations à haut rendement, l'un des derniers bastions du revenu dans un monde en manque de rendement.

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Strategic Fixed Income: early innings of a sovereign bond bull market?

par Jenna Barnard

il y a 6 jours
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
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Brexit — remainers have their day but threaten long delay

par Bethany Payne

il y a 1 semaine

Bethany Payne, Portfolio Manager, Global Bonds, summarises the latest developments in the parliamentary votes on the Brexit withdrawal agreement, the terms by which the UK will leave the European Union, looking at their potential meaning, future outcomes and impact on the markets. 

 
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Brexit’s 11th hour — options and possibilities

par Bethany Payne

il y a 2 semaines

UK Prime Minister, Theresa May, will attempt — for the second time — to get her deal through parliament on Tuesday 12 March, followed by two more votes on 13 and 14 March, if the first fails. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the likely scenarios and options ahead of the vote next week.

 
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BBB debt — it’s complicated

par Nicholas Ware

il y a 2 semaines

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.


 
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Assoupissement quantitatif

par Nick Maroutsos

il y a 2 semaines


Nick Maroutsos, co-responsable des obligations mondiales chez Janus Henderson, nous explique pourquoi les obligations affichent des caractéristiques potentiellement intéressantes pour les investisseurs axés sur les revenus qui sont inquiets de la volatilité croissante sur les marchés actions.

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Perspectives sur le crédit

par Tom Ross

il y a 2 semaines
Alors que les données économiques déçoivent et que les banques centrales reviennent sur leur rhétorique de resserrement, Tom Ross, gérant de portefeuille (Credit Corporate), examine ce que cela signifie pour les marchés des obligations d’entreprises.​
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Macro signals — early signs often come from the ground

par John Pattullo

il y a 1 mois

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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La fin des hausses de taux aux États-Unis ?

par Nick Maroutsos

il y a 2 mois

Nick Maroutsos – co-responsable de la gestion obligataire mondiale, explique pourquoi la Réserve fédérale américaine a probablement appuyé sur le bouton pause en ce qui concerne les futures hausses de taux.​

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Les trois facteurs qui façonneront les marchés obligataires en 2019

par Nick Maroutsos

il y a 2 mois
Nick Maroutsos, co-responsable des Obligations mondiales, nous décrit les trois principaux facteurs qui influenceront les décisions des investisseurs en 2019, à savoir les taux d’intérêt américains, la liquidité et la politique des banques centrales à l’échelle mondiale.
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Quick view: Brexit ball in the EU’s court

par Bethany Payne

il y a 2 mois

The UK parliament voted on several amendments to the Brexit withdrawal agreement yesterday — only two were passed. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the votes and the implications for the next round of negotiations on Brexit. 

 
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Haut Rendement – Gérer un ralentissement

par Seth Meyer, Thomas Hanson, Tom Ross

il y a 2 mois

Promo : les gérants de portefeuille de crédit Tom Ross, Thomas Hanson et Seth Meyer mettent en lumière l'environnement actuel du Haut Rendement par rapport aux cycles de resserrement passés et pointent la dispersion comme un allié possible de l'investisseur actif.

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Quelle trajectoire pour des marchés obligataires volatils ?

par Nick Maroutsos

il y a 2 mois

Nick Maroutsos, co-responsable de la gestion obligataire mondiale, explique pourquoi il est fort probable que la Réserve fédérale américaine (Fed) n'atteigne pas ses objectifs de taux en 2019 et précise le positionnement que devraient adopter les investisseurs face à des hausses de taux moins soutenues.

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Risks and opportunities in Agency MBS

par John Kerschner, CFA

il y a 2 mois

​A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.

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Cracks in the Credit Cycle

par Darrell Watters, Michael Keough

il y a 2 mois

​Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.

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Lucky number (twenty) 8?

par Jay Sivapalan

il y a 2 mois

​As Australia reaches for its 28th year of uninterrupted economic growth — the longest on record among developed countries — the question on investors’ minds is whether this run is about to end. The Chinese have long considered the number eight as lucky. Is the ‘eight’ in 28 lucky for Australia? Jay Sivaplan, Co-Head of Australian Fixed Interest shares his views.

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Inflation: is that it?

par John Pattullo

il y a 2 mois
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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Themes in focus

par James Cielinski

il y a 2 mois
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
 
 
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Quick view: hard to see a straight path to a final Brexit deal

par Bethany Payne

il y a 2 mois

In an historic defeat for the UK government, the Prime Minister’s Brexit deal was rejected by a margin of 432 to 202 on 15 January 2019. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the vote.

 
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Fresh focus on fundamentals

par Jennifer James

il y a 3 mois
Jennifer James, Lead Analyst within the Emerging Markets (EM) Credit team, provides an overview of what is driving markets within EM. She explains why the oil price is often misunderstood, why a quieter political calendar in 2019 could see a fresh focus on fundamentals and the areas that the team is avoiding and favouring in the short term.
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