There are 67 item(s) tagged with the keyword "Fixed income".
Displaying: 21 - 30 of 67
Global CIO Andrew McCaffery believes the key risk for investors to watch in 2023 is a central bank-induced sharp recession, or inflation bust. He shares his outlook for the global economy and outlines how investors should think about approaching asset allocation in the year ahead.
Since markets have fallen, fixed-income products have become a credible alternative to shares. And the underlying factors that brought us disinflation in recent decades are expected to continue, even if not as powerful as before.
Higher inflation and interest rates are unknowns for the high yield bond market, but with inflation far above US and European 2% targets central banks are having to raise rates.
Summary of developments in emerging market debt in September 2022 and the outlook going forward.
Fidelity Global CIO Andrew McCaffery and our locally based experts review the economic and investment outlook for China. From the upcoming National Congress to the potential easing of Covid control measures, they debate the key issues facing investors and how markets could react over the coming months.
abrdn consider some of the longer term factors that are exerting upward pressures on inflation.
With recessions looming over most developed markets, Asia is marching to a different beat this winter. Against this backdrop, Global CIO Andrew McCaffery explains why Asia’s key economies serve as a useful diversifier, with more policy certainty potentially coming from the Chinese Party Congress this October.
Our latest analyst survey suggests that input cost inflation is starting to stabilise, amid signs of demand destruction. Here, we delve into the results and highlight how our analysts are expecting labour and non-labour cost pressures to evolve across key economic regions over the coming months.
In this video Claudia Calich, provides an update on the asset class after what has been a turbulent year so far for fixed income. As economic growth goes into reverse in the US and other developed markets, Claudia discusses some of the potential implications for emerging debt markets, but also where she feels there could be some compelling investment opportunities going forward.
Many investors have grown used to a low default environment in the wake of the global financial crisis, but could this be about to change? As macro concerns build, Global Fixed Income CIO Steve Ellis looks at how different parts of the credit market could react to a rise in defaults and reveals why high yield investors may be taking on more risk than they are being paid for.
Displaying: 21 - 30 of 67