Threadneedle (Lux) European High Yield Bond Update
Portfolio manager Roman Gaiser gives us the lowdown on how he’s managing the European High Yield Bond fund.
A boost for Boeing – what does it mean for bondholders?
A bumper order for 737-Max airplanes bodes well for Boeing and the commercial aviation sector. We assess what it means for bondholders
Managing cash amid another US debt-ceiling showdown
We look at the showdown in the US over the debt limit, what this might mean for cash portfolios, and the expectation of resolution – albeit with a big wildcard
Euro high yield default rates forecast – mostly benign with an undercurrent
However, we still expect default rates to move higher as the 2025/26 maturity wall draws closer.
In Credit Weekly Snapshot – May 2023
Our fixed income team provide their weekly snapshot of market events.
Under pressure – European real estate credit
Europe’s real estate sector has been under pressure since mid-2021. What’s behind its struggles and where can we find attractive credit opportunities?
Credit Suisse and the likely impact on banking regulations
We will be scrutinising management teams more on the relationship between governance and liquidity – and believe the cost of funding is now higher across the sector
Turkey’s test – voting for an inflection point?
As the election looms, we ask if investors are overlooking Turkey’s potential as an investment destination.
In Credit Weekly Snapshot – April 2023
Our fixed income team provide their weekly snapshot of market events.
UK banks, base rate, bad debts and borrowing … what does it all mean?
After a sustained period of quantitative easing, and with more deposits than loans, UK high street banks have huge liquidity
