Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards recession, UK fixed income portfolio managers Kris Atkinson and Shamil Pankhania discuss why high-quality credit looks increasingly attractive to cautious income seekers.
There have been two standout themes in global equities in 2023: the outperformance of US mega-cap tech stocks and the Japanese stock market. Will these trends continue in 2024?
T. Rowe Price's Chief European Economist, Tomasz Wieladek looks at why Europe must tread a fine line to avoid stagnation
T. Rowe Price's Arif Husain, Sebastien Page and Justin Thomson look at why there are there are reasons for caution and optimism as we enter a new economic regime
Rising rates have led to higher yields across the fixed income market. Aegon AM’s High Yield managers evaluate risk positioning and total return potential across the quality spectrum.
Invesco’s Co-Head of Fixed Interest, Mike Matthews presents the case for the sterling corporate bond market
The yield curve is inverted which offers investors an exciting opportunity to increase yield by taking less interest rate and credit risk. With the UK set to enter recession, Fidelity fixed income managers Kris Atkinson and Shamil Pankhania discuss why a defensive income offering looks attractive via short dated, high-quality corporate bonds
Vanguard’s experts provide their latest sector-by-sector analysis of global fixed income markets and a summary of how these trends affect Vanguard’s active bond funds.