Making sense of this year’s fluctuations in equity and bond markets.
Balancing valuations and fundamentals
ISG Insight: beyond an inflation peak
What happens beyond peak inflation and can central banks navigate a soft landing with their inflation ‘blinkers’ on?
CLOs: a growing market for investors seeking higher yields
CLOs can be an attractive addition to a diverse portfolio.
Three reasons to invest in Asia and Henderson Far East Income
As global profits and dividends have rebounded strongly following the pandemic induced slump, the Asia Pacific region again has been quite resilient. With the dividend culture maturing in the region, dividends look set for a record-breaking year. Here, we find out why Henderson Far East Income Ltd is well placed to capture pay-outs and look at three reasons why investors should consider to be looking to the East for opportunities.
Credit Risk Monitor: peak inflation?
Global Head of Fixed Income Jim Cielinski explains why he believes positioning portfolios for a downturn feels prudent and investors should resist the temptation to add credit risk too early, but a dovish pivot should not be overlooked.
UK equities: Finding value in a volatile market
The UK market has faced its fair share of challenges over recent years. However, over the last 18 months, the market has experienced something of a renaissance. While much attention has been given to the larger cap stocks – which have driven performance – we believe the UK market has more to offer.
Manage market vertigo with balanced strategies
A successful allocation to a balanced fund may help encourage investors to stay the course and avoid the temptation of market timing.
The case for high yield bonds
What are high yield bonds and why should investors consider them?
Balancing valuations and fundamentals
Making sense of this year’s fluctuations in equity and bond markets.
Balancing valuations and fundamentals
Making sense of this year’s fluctuations in equity and bond markets.