Bond investing in uncertain times

Valuation BBBs and policy change

It is hard to ignore how times have changed. The deliberate actions to “flatten the curve” of COVID-19 can have a critical impact to manage the spread of the virus and the burden on the healthcare system. However, the more significant the response, the greater the economic impact in the short run.

Previously unthinkable

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Our fixed income team provide their weekly snapshot of market events.

Colin Moore: Investing wisely in a time of uncertainty

Pensions Watch – November 2020

Our Global Chief Investment Officer talks about the ongoing viral outbreak, how markets react to such events, and investor responses.

International Women’s Day special podcast

World map

In this special edition from the team behind Eye of the Needle, we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance.

Asia’s exceptionally high-yielding bond markets

Asias exceptionally highyielding bond markets

The region’s bonds stand out in a world of low and negative yields, but investors need to be picky.

Why the 21st century belongs to Asian investors

Why the 21st century belongs to Asian investors

There is a huge shift in economic activity towards the east, all of which requires financing.

Ten European surprises for Asian investors

Ten European surprises for Asian investors

The continent hosts world-beating companies with competitive advantages which underpin robust growth and sustainable shareholder returns.

Why investing with “purpose” makes sense

Why investing with purpose makes sense

Environmental sustainability is beginning to affect a company’s brand and competitive edge.

Responsible Investment Quarterly – Q4 2019

Responsible Investing 2

View the Q4 2019 edition of the Responsible Investment team’s Quarterly Report.

Rising risk aversion, falling bond yields

Global map

Our fixed income team provide their weekly snapshot of market events.