35 insights found
US High Yield Market Review
The US high yield market (as represented by the ICE BofA Merrill Lynch US High Yield Index) produced a 6.17% return in 2020, slightly better than the yield-to-worst at the start of the year, and in-l ...
Has a Blue Wave changed our view on duration?
The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...
Seven myths behind high yield bonds
Interest rates may be at or close to record lows, but there are still opportunities within fixed income
Three areas for fixed income investors to watch in 2021
Next year we still face a long road back to normality for sectors such as tourism or hospitality, and the long-lasting consequences of the economic shock experienced this year should not be underesti ...
Quarterly fixed income views
Marion Le Morhedec covers some of the key questions facing fixed income investors.
Inflation linked bonds: Why we have upped our exposure following the US election
The extraordinary monetary and fiscal support from central banks in the wake of the coronavirus pandemic has been welcome news for investors.
Do inflation-linked bonds need high inflation?
Governments and central banks have pursued extraordinary measures to help support the global economy over 2020, raising concerns that too much stimulus will result in higher inflation.
Unconstrained and total return approach in Fixed Income
Nicolas Trindade, Senior Portfolio Manager, gives his take on fixed income and where opportunities may lie.