fixed income

Some opting for 'better' European options

'Everybody hated the asset class'

Valuation and uncertainty struggle

High-yield investors face a challenging backdrop, but attractive opportunities are starting to emerge amid the ongoing uncertainty, says Wellington Management’s Konstantin Leidman.

Alaa Bushehri

Except for US regional banks, fundamentals across the banking sector are the strongest they have been in decades, yet the sector trades wide of the broader corporate bond market. Does this represent an opportunity?

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.

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.

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