Search results for 'bonds'

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Going global with high yield: staying engaged with US high yield this summer
Tim Leary, US Senior BlueBay Portfolio Manager, Leveraged Finance team, believes it is important to stay engaged with US high yield this summer.
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High yield’s active advantage
Claudio Da Gama Rose, Global leveraged team, discusses the set of opportunities for active asset managers for high yield.
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Private credit – laugh now, cry later?
A variety of investors prefer to invest in private credit, while avoiding public bond markets. We find this deeply troubling and likely misguided.
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There is an alternative to high volatility
David Horsburgh explores the role that alternatives can play in managing portfolio volatility.
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The AT1 recovery and why fundamentals win over time
Investment grade specialist James Macdonald discusses how the AT1 market has progressed since the turmoil in March and why fundamentals win over time.
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Set to outperform? Why European corporates look attractive vs the US
We are seeing value in European investment grade corporates relative to their US counterparts, says Tom Moulds.
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Multi-asset credit
Enhancing investors’ asset allocation returns.
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Ideas in action – Regional diversification to support convertibles performance
Regional diversification should be a powerful engine of performance for the convertibles in 2024, especially with US equities set to be more volatile.
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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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