Emerging Markets Debt: Will 2023’s bright start last the course?
With bumper flows so far in 2023 we examine what’s attracting investors to emerging market debt. We explore where we see opportunities and discuss how our portfolios are positioned.
2023 will be a credit-picker’s market
We look at the drivers of investment grade returns in 2023, where the opportunities might lie, Federal Reserve policy and positioning, and emerging industry themes.
In Credit Weekly Snapshot – January 2023
Our fixed income team provide their weekly snapshot of market events.
UK Social Bond Fund
Senior Portfolio Manager Tammie Tang on the launch of this pioneering fund, its objectives and the evolution of the bond market.
European Social Bond – five years old.
Senior Portfolio Manager, Tammie Tang, looks back on how the fund launched, what sets it apart and how the bond market is evolving.
Firmer foundations for China’s property market in 2023
The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
In Credit Weekly Snapshot – December 2022
Our fixed income team provide their weekly snapshot of market events.
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
Bullish on bonds in 2023
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes
High yield enters unchartered waters
Higher inflation and interest rates are unknowns for the high yield bond market, but with inflation far above US and European 2% targets central banks are having to raise rates.
