Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The conditions that have buoyed credit markets in recent months look set to continue.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.
Why we should be on solid ground for rate cuts and the implications for bond markets.
Join Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Fund, as he looks to navigate through 2024 and provides an update on the portfolio.
Join Shan Kwee, Portfolio Manager for the Sustainable Credit Fund, as he provides an outlook on the portfolio and the movements for credit markets in 2024.
European bank bonds – even after having rallied – continue to look attractive on a selective basis.