11 insights found
09 March 2020
Cashflow and liability driven investing – why you need to separate the two
Effectively managing cashflow and liquidity challenges is becoming increasingly vital for many institutional investors, something which has led to the rising popularity of cashflow driven investing ( ...
04 March 2020
Coronavirus Impact on the US High Yield Market
Investors have become increasingly concerned about the longevity of the Coronavirus, and the negative impact it is having on the global economic environment.
25 February 2020
Opportunities Beyond the Domestic Market
There are reasons to remain relatively optimistic about the economy and markets for the months ahead, assuming the impact from coronavirus will be contained.
20 February 2020
Why Short Duration strategies are a good option in this market environment
Last year was a strong one for fixed income total returns, despite the persisting low yield environment pushing some investors to question whether there is still any value in the asset class.
05 February 2020
Why high-yield bonds are an alternative to equity investments
As investors, we are often liable for thinking in specific asset class buckets rather than taking a broader view of the investment universe. Yet, taking that cross-asset class view can allow for some ...
20 January 2020
How to de-risk your fixed income allocation whilst aiming to maintain an attractive yield ?
Nicolas Trindade, Senior Fixed Income Portfolio Manager, explains why a global short duration strategy appears so appealing right now given geopolitical risks amid global slowdown.
06 January 2020
A look at fixed income in 2019 and what the future could hold
Nick Hayes, Portfolio Manager, discusses the outlook for fixed income as well as the asset classes that fall within it.
23 July 2019
Is it time to buy inflation breakevens?
The bond market has been on fire since the beginning of 2019. Interest rates are lower, and spreads are tighter thanks to the radical turnaround from all major central banks (from policy normalisatio ...
12 July 2019
Q2 2019: Lower rates, slower growth
With trade tensions being the largest threat to the macro outlook, investors are looking to central banks to provide support. So far, central banks have indicated their willingness to provide easier ...