Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The Global Bonds Team discuss where they see bond yields heading using four analytical frameworks including their own historical analysis.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Downward revisions to jobs numbers provide further support for interest rate cuts.
Why we believe MBS is poised for outperformance in the current environment.
Looking into the U.S. investment-grade corporate credit market and the present level of credit spreads.
Labour’s promise to deliver 1.5m homes over five years is set to boost housing associations, but dispersion within the sector is set to increase.
Moves in bond yields suggest Fed is behind the curve.
What are asset-backed securities, and how might they play a role in investors’ portfolios?
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.