There are 25 item(s) tagged with the keyword "Credit".
Displaying: 11 - 20 of 25
In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Strategic Bond strategy, shares his thoughts on the market backdrop for fixed income, if the market is over-or-underpricing rate hike expectations, where he thinks credit markets will go next and gives his outlook for the next few months.
Challenging economic conditions are setting the stage for an interesting year ahead. As the economy slows and the cycle ages, companies will likely face financial headwinds. Although firms are entering the year with solid balance sheets, can high yield issuers weather a downturn?
As we head towards the completion of Rishi Sunak’s first 100 days as UK Prime Minister, it is worth reflecting on how sterling credit markets have fared since the end of the disastrous and short-lived Truss Premiership.
In the latest edition of Strategic Thinking, Colin Finlayson, co-manager of the Strategic Bond strategy, shares his thoughts on the key macro-economic factors that are worth watching for to determine the direction of fixed income markets in 2023. Colin also explains the reasons why we believe 2023 offers a much more positive outlook for bond markets and how we plan to take advantage of this within our portfolio positioning.
In this edition of our Global Perspectives podcast series, the Portfolio Construction and Strategy (PCS) Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team's Senior Portfolio Strategists, Lara Reinhard and Sabrina Geppert.
Watch Richard Woolnough as he discusses the latest developments in global credit markets, and find out where he sees potential opportunities.
What are high yield bonds and why should investors consider them?
Central bank policy is a focus for markets this year as the narrative has shifted towards tightening. Our fixed income teams consider the conundrums facing investors and where, outside of policy, there are opportunities and risks in the bond markets.
With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise.
Inflation has surged to 7% in the US and 5% in Europe, and higher prices have now been in the system for a year. With higher readings also seeding higher expectations, is inflation starting to look less transitory?
Displaying: 11 - 20 of 25