Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
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Global dividends rose to a record $606.1 billion, up 8.2% on an underlying basis.
Global dividends rose to a first-quarter record US$339.2 billion, up 6.8% on an underlying basis.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
The low valuations in the stock markets of some Asian countries have led companies to become more shareholder friendly, which can create better opportunities for income investors.
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
How rail announcements offer insights into fixed income markets.
Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.