A growing segment of BBB rated securities are priced to fall into the high yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio Managers Seth Meyer and Brent Olson
A growing segment of BBB rated securities are priced to fall into the high yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio Managers Seth Meyer and Brent Olson.
In a post quantitative easing (QE) world, central bank balance sheets in many countries have expanded to extreme levels, while many commentators have despaired that these balance sheets will never return to ‘normal’ levels again. Andrew Mulliner, Portfolio Manager Global Bonds, asks: just what is ‘normal’?
In a post quantitative easing (QE) world, central bank balance sheets in many countries have expanded to extreme levels, with little hope of their size decreasing back to levels that prevailed before the financial crisis. Many commentators have despaired that central banks’ balance sheets will never return to ‘normal’ levels again. But what do we mean by a normal level of central bank balance sheet? Andrew Mulliner, Portfolio Manager Global Bonds, asks: just what is ‘normal’?
Despite the persistent uncertainty hanging over UK companies, balance sheets look robust and lessons have been learned since the last financial crisis, says Neil Hermon, Fund Manager of Henderson Smaller Companies Investment Trust. Transcript Q: What can you tell us about your activity regarding The Henderson Smaller Companies Investment Trust portfolio over the summer
Having access to both active and passive fund options may give retirement plan participants greater flexibility to navigate changing markets.
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the Bank of England (BoE)’s decision to keep interest rates on hold despite a deteriorating economic backdrop.
The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.
Watch Portfolio Managers John Pattullo (Henderson Diversified Income Trust) and Ollie Beckett (TR European Growth Trust) tackle questions from investors in the latest episode of Trust TV. Glossary Bull market: A financial market in which the prices of securities are rising, especially over a long time. The opposite of a bear market. Bond yield: The level of income
The Federal Reserve cut rates in September but is divided about what to do next.