quantitative-easing

Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.

In an effort to further weaken the euro, boost economic activity, and create inflationary pressures, the European Central Bank's foot on the easy money gas pedal will be maintained, writes BMO Asset Management's Sam Cosh.

Every once in a while I am forced, reluctantly, away from my ivory contrarian tower, and dumped on to the mean streets of middle Britain to talk to actual, real, living investors and their advisers.

Rate hikes are off the table until 2017

All eyes on December meeting

The first eight months of 2015 have been relatively weak for the global high yield market. Much of this weakness has stemmed from the US, where exposure to lower commodity prices has put pressure on issuers, in particular those in the basic materials...

Any decision on rates by the Federal Reserve this year could damage markets as the central bank's efforts have so far only resulted in lacklustre growth and 'bubble' asset prices, according to Jan Dehn, head of research at Ashmore.

ECB cuts growth forecasts

Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates

Investors cannot afford to ignore the increasingly positive correlation between core government bonds and credit markets as rate rises loom, says Jon Jonsson, senior portfolio manager, global fixed income at Neuberger Berman.