All Corporate Bonds articles
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White papersFinding Yield in Europe—and Beyond
Portugal, cyclical laggards, “rising stars,” roll-down returns, subordinated securities and hedged non-euro sovereigns—these are just some of the ways European investment grade investors could tackle the low and negative-yield challenge.
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Allocation Views: The Great Reopening Continues
With a focus on fixed income, our Franklin Templeton Investment Solutions team explore asset classes that are best positioned for growth as the global economy recovers from the pandemic.
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Infinity and beyond banks: the never-ending battle between old money and big tech
This month, Fiorino examines the tussle between banks and the increasingly belligerent Big Tech sector.
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Global corporate bonds Q&A with Damir Bettini: selectivity remains key
A year on from the height of the COVID-19 crisis, credit spreads have returned to their pre-pandemic tight levels. Does this present an asymmetric return profile for corporate bonds?
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A deep dive into ECB stimulus and its support for Euro fixed-income markets
March saw ECB increasing its PEPP purchases and injecting higher than expected liquidity through a successful TLTRO tender.
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Answers to Your Leveraged Loan Questions
Earlier this week, we had a chance to catch up with Jens Vanbrabant, senior portfolio manager and head of High Yield with the Credit Europe team at Wells Fargo Asset Management (WFAM).
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From Rising Rates to Rising Stars: What’s Ahead for IG Credit?
Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.
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Outlook: Second Quarter 2021 Market Outlook
PGIM Fixed Income’s second quarter market outlook kicks off with “Next Phase for the Bond Bull Market: The Great Rotation,” in which Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, explains the potential switch in the drivers of bond market performance, one of the more critical variables in determining long-term rates, and two keys on which our outlook depends.
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Emerging Markets Corporates - An Unturned Stone in the Search for Yield
The fixed income landscape has become more complex for insurers. Achieving the perennial goal of earning returns sufficient to meet their obligations without putting too much at risk is more difficult in a low-yield environment. Rather than moving down the quality spectrum or adding illiquid asset classes to make up yield, we advocate for an allocation to emerging markets corporate debt.
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Mind the rebalancing gap
The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in nearly 50 years.
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Diversify your allocation to corporate bonds with multi-factor investing
Over the past decade, multi-factor investing in corporate bonds has seen significant development. Easier access to better datasets along with an extensive body of research has enabled managers to move the dial significantly.
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Seeking Alpha in Emerging Markets Corporate Debt
Emerging markets corporate debt presents attractive alpha opportunities across cycles.
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Increasing Yield with US Corporate Bonds
For 2021, with interest rates very low and spreads tight, investors are wondering where to turn in order to generate returns in the liquid fixed income universe. We will show that US credit investments offer attractive returns even after currency hedging. Due to a steep US yield curve, the expected return is higher than the current yield.
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Blog | Putting the back-up in bond yields in perspective
The jarring retreat in global bond markets this year has provoked comparisons to the mid-2013 Taper Tantrum, when the Fed hinted at the prospect of scaling back its QE program. While today’s upheaval shares many similarities with that earlier event, there are also some notable differences.
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Top three myths in EM corporate bonds debunked
A growing and resilient fixed income segment
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Climate Transition and Bonds: Risk or Opportunity?
Changes in public policy and investor-driven climate initiatives could significantly redirect the flow of investments toward greener companies and technologies that limit carbon emissions. The transition to a low-carbon economy may therefore impact stock and bond prices, presenting investors with potential risk — and opportunity.
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The role global corporate bonds play for Irish defined benefit schemes
As Irish DB pension schemes continue to de-risk, an allocation to investment grade credit could offer compelling opportunities within a well-diversified portfolio.
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Diversification through factor-based investing in corporate bonds
Allocations to factor-based strategies in corporate bonds have grown, with an expanding body of research demonstrating its advantages.
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How to tackle the positive growth outlook as a bond investor?
Bond investors face a tougher environment: (expected) growth is pushing interest rates up from record lows, foreshadowing the eventual end of the ‘lower-for-longer’ era.
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An expected improvement in corporate fundamentals bodes well for bondholders
We expect business fundamentals to improve in the coming months, especially for low-rated companies. The ratings momentum in HY, as measured by downgrade/upgrade volumes, has already turned positive.
