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Rates offer alpha opportunities, dollar at risk of depreciation

Martin Lau, FSSA Investment Managers, Greater China Growth strategy, shares his reflections on the past three decades of investing in China markets

With volatility likely to persist, an active approach remains critical

After the bond market gyrations of 2022, investor demand for duration – particularly for high-quality credit bonds – is making a comeback

Agility to offer cyclical and defensive opportunities

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.