Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
The role of bonds in a negative rate world
Energy: A Sector in Transition
The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
The perceived lunacy of negative yields
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.
Investment roundtable: Views on the global economic outlook
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.
Themes in Focus
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Multi-Asset Credit Fund: 7-up and still fizzing
With the fund currently celebrating its seventh anniversary, members of the Secured Credit Team and co-managers of the fund, Colin Fleury, Head of Secured Credit and David Milward, Head of Loans, share their thoughts on lessons learnt over the years and their views going forward.
Three Reasons Investors Should Consider Global REITs
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.
Tell Tail Signs: Don’t Bet on Recession or Disinflation
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
BB-Rated Bond Yields Closing in on BBBs
Portfolio Manager John Lloyd offers perspective on the current relationship between BBB- and BB-rated bond spreads.
Henderson EuroTrust AGM
Fund Manager Jamie Ross presents on how the Trust has performed over the last financial year and his outlook for the coming months.