Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.
Valuing the improving credit quality in high yield
No free lunch
Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned US$1.9 trillion fiscal stimulus from US President Biden’s new government, considering the implications for the US economy, monetary policy and the markets.
Reflation: Is this the real thing or just fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Reflation: Is This the Real Thing or Just Fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Real yields pulling on cable
Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
Income investing: different approaches to meet your needs
With economic and social uncertainty likely to be important considerations for the foreseeable future, investments that are able to generate an attractive income stream, while seeking to defend or potentially grow capital values, are in strong demand globally.
A closer look at Dynamic Trend Following
Portfolio Managers Andrew and Mathew Kaleel discuss a different approach to capturing both micro and macro trends in markets.
Valuing the improving credit quality in high yield
Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.
No free lunch
Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned US$1.9 trillion fiscal stimulus from US President Biden’s new government.
Valuing the improving credit quality in high yield MILO TEST
Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.