Giulio Renzi-Ricci and Oliver Harvey explain why investors should be wary of making any tactical calls on one of the core sectors of the global economy
After over a decade of being a friend, duration risk became the bond market’s foe at the end of 2020. Aegon AM’s Colin Finlayson explains why investors should no longer fear duration risk.
In our latest webinar, our experts will explore the attractive risk-adjusted return potential from fallen angel investing, throughout market cycles.
For smaller company investors, the stress in the US banking sector is acutely relevant given that regional banks represent a key component of the investment universe.
A new world of geopolitical uncertainty creates new investment opportunities, be it in clean energy, critical materials or the space economy.
Credit Suisse write-down does not spell the end of this market
Lombard Odier explore how these bonds can be used to add convexity, and enhance ratings and risk-adjusted returns
Brisk reopening brings quicker consumption response