A discussion on how investors can navigate the short-duration opportunity set within fixed income.
Global Perspectives: Short duration takes the spotlight in fixed income
Australian economic view – November 2022
Australian economic analysis and market outlook for November 2022.
Australian credit: When liquidity dries up
Despite a tough 2022, opportunities still exist in credit markets for investors who know where to look.
High yield bonds: five factors behind current spread levels
Credit spreads have widened but with recession fears in the air what are the factors currently keeping them in check?
U.S. midterm elections: Option markets foresee divided Congress
Assessing the potential outcomes of the upcoming U.S. midterm elections can play a useful role in identifying pockets of attractiveness in markets going forward.
Big opportunities within UK small caps
In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, looks at why the case for UK smaller companies remains compelling despite the volatile market environment.
Eurozone monetary update: false hope from broad money
Growth of broad money M3 has unexpectedly rebounded but coming lending weakness and technical factors suggest a reversal, while narrow money trends continue to weaken, argues Simon Ward, Economic Adviser.
Danny Kloos
Credit ratings on securitized assets: Can they be trusted?
A look at credit ratings on securitized assets and whether investors can rely on them when constructing fixed income portfolios.
Lowland Investment Company – September Commentary 2022
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.