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There are 10 item(s) tagged with the keyword "Credit".

Displaying: 1 - 10 of 10

Five questions fixed income investors are asking in 2022

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.

Tags: Janus Henderson, Russia/Ukraine Conflict, credit, Macroeconomics
Caution Merited in an Increasingly Uncertain Market

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.

Tags: Janus Henderson, credit, Macroeconomics
Inflation: stickier but still ultimately transitory

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?

Tags: abrdn, Fixed income, Credit, interest rates, ESG
Is the drive to green energy pushing up inflation?

Inflation continues to surge, having reached 7% in the US and nearing 5% in Europe. A major contributor to higher inflation of late has been oil prices, which have surged by over 50% in the past year as consumption outpaced production.

Tags: Fixed income, Credit, Climate Change, ESG
Taking stock of our bullish view

Taking a step back from day-to-day market movements, we have reflected on our team's overall investment strategy outlook and economic thinking. An update of our established framework of recession indicators suggests that the economy has moved into late cycle much faster than we expected. This makes our bullish view on equities more tactical than it was before.

Tags: LGIM, Bonds, Equities, multi-asset, credit
Rising stars and ratings upgrades: Why economic recovery is a boon to high yield

With a more robust economic recovery now unfolding, we expect fundamentals in high yield credit to improve, leading to more ratings upgrades.

Tags: Schroders, Fixed Income, Credit, Bonds, highyield
Finding value in a low yield environment

2020 saw returns of almost 9% from sterling Investment Grade bonds. This was quite a turnaround from March of last year, when coronavirus fears peaked and performance was the weakest since the global financial crisis. But with bond yields now close to 10-year lows, where do we go from here?

Tags: Aberdeen Standard Investments, fixed income, credit
Could investors be wrong about corporate bonds?

Data shows that long term investment grade corporate bond returns have been relatively smooth and consistent, even through difficult markets.

Tags: fixed income, credit
Don't forget your covenants

Competition in the private debt market has eroded investor protections. Understanding where the risks lie and how to mitigate them will be key to long-term investment success.

Tags: credit
BVTV: Accessing credit – cash bonds or CDS?

We have already seen several corrections in credit markets so far this year, providing a good opportunity to analyse these episodes from a volatility perspective to see whether they have created good entry points into previously expensive markets.

Tags: credit, volatility, bonds

Displaying: 1 - 10 of 10