Search results for 'bonds'

Search results 1-10 of 11
Philip Steel
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Ideas in action – European convertibles performance is gathering momentum
European convertible bonds have outperformed year-to-date –on the back of strong underlying equity performance – and momentum is set to continue.
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Global Government Bonds: Diversifying risks and enhancing returns
With favourable yields as a backdrop, there is an opportunity for active managers to exploit dislocation in the global sovereign bond market.
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Five reasons to consider Investment Grade Securitized Credit
Recent market events have shown that having a margin of safety is crucial. We give 5 reasons for allocating to Investment Grade Securitized Credit.
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10 years of securitized credit outperformance
Strong fundamental performance should continue, with the higher rate environment and wider spreads creating a very compelling investment opportunity.
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Multi-asset credit
Enhancing investors’ asset allocation returns.
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Emerging market funds should flex for FX
EM are known for downside currency risk, but FX works both ways. Bond funds need maximum flexibility to minimise volatility and capture upsides.
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What can bond yields tell us about future returns?
Although spreads remain near historical averages, all-in yields today offer the most compelling starting point in 15 years for fixed income investors.
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Special situations
Special situations investments are driven by idiosyncratic, company-specific factors and often display low correlation with broader markets.
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Going global with high yield: Issuance remains strong despite headwinds
Claudio Da Gama Rose discusses the recent headwinds and tailwinds in the current environment and at it means for the global high yield market.
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