corporate bonds
Bonds
As multi-asset investors focused on income generation, we do not think going against global central banks is prudent, and until we see a meaningful turnaround in economic data, our preference for adding to risk is likely to remain for debt over equity...
23 June 2020
•
2 min read
Global
The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.
05 June 2020
•
2 min read
Bonds
Following the unprecedented falls across all financial markets in recent weeks, the safest government bond markets have had to become cash vaults for fund allocators trying to raise the liquidity needed to plug the fast-growing holes left by the equity,...
20 April 2020
•
2 min read
Bonds
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
20 February 2020
•
2 min read
Bonds
2019 saw strong positive total returns across nearly all asset classes.
03 February 2020
•
2 min read
Funds
The myriad monetary policy easing measures observed across the globe allied with (admittedly, more modest) fiscal stimulus from countries such as China, Japan, France and the UK has led investors to believe that economic growth going forward is well underpinned,...
03 February 2020
•
2 min read
