Strategic fixed income positioning can unlock higher yields in 2024, even as interest rates head down, say Fidelity’s Kris Atkinson and Shamil Gohil.
Home REIT; Woodford; Hipgnosis: The biggest stories from the world of investment and asset management this week
LGIM; FCA; US inflation: The biggest stories from the world of investment and asset management this week
High-yield investors face a challenging backdrop, but attractive opportunities are starting to emerge amid the ongoing uncertainty, says Wellington Management’s Konstantin Leidman.
US equity funds; Fed; inflation: The biggest stories from the world of investment and asset management this week
Markets expect interest rates to fall this year, offering investors the strongest opportunity for fixed income seen for a long time. Watch this video podcast to learn how best to harvest this exciting opportunity.
Impact investing has transformed over the past decade, giving investors the opportunity to pursue both financial returns and social and environmental outcomes.
As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.
Across the developed world, inflation is back and here to stay, says Wellington Management’s John Butler.