All Corporate Bonds articles
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White papersThe corporate bond is back
We believe that corporate bond yields are close to an inflection point, with the high levels of yields achievable providing a buffer to further yield rises. In short – the corporate bond is back.
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White papers
How the ECB’s climate tilt favours ice cubes
The European Central Bank is gradually decarbonising its corporate bond holdings in a move that will be beneficial to borrowers with clear net-zero targets. We expect increased spread differentiation between transition leaders and transition laggards, and consider how the design of our TargetNetZero strategy is well-positioned to capture the opportunities.
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White papers
Investment precision for corporate bond investors: Russell Fixed Income Indices
FTSE Russell has created the new Russell 3000® Fixed Income Index and corresponding Russell 1000® Fixed Income and Russell 2000® Fixed Income sub-indices.
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Blog
All this breakneck growth has to go somewhere
I am trying my hardest not to sound wonkish writing this blog, but the difference between real and nominal growth and the effect it has on markets should not be underestimated. We obsess about “real” GDP growth in markets, that is the inflation adjusted variety.
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Blog
European governments will have to spend to accommodate inflation
European governments will have to spend to accommodate inflation
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Blog
Winter is coming
Game of Thrones fans would recognise the above phrase as a foreboding and ominous warning to be prepared when the North attacks. In present-day Europe, a Northern state has attacked and brought with it the threat of a very cold winter
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White papers
Asia bonds: Calmer seas ahead
We explain why we are more positive on Asia bonds than we were at the beginning of 2022. To begin with, inflation in Asia is less severe compared to other regions, lessening the need for Asian central banks to tighten aggressively. This makes Asia bonds attractive from a real yield perspective.
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White papers
Measuring Climate Impact with Total-Portfolio Carbon Footprinting
Carbon footprinting across multi-asset-class portfolios allows investors to measure and manage financed emissions on their road to net-zero emissions. Comparing the financed emissions of the different asset classes, sectors and project types in the investment portfolio can inform decarbonization decisions. For the representative indexes and portfolios, corporate bonds had ...
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White papers
Transition To a Net-Zero Carbon Economy: How Insurers Contribute To Green Finance Via Sustainable Bonds
The sustainable bond market recorded another tremendous year of growth in 2021, with €960 bn of bonds issued. This represents an increase of 80% vs 2020. This strong market expansion is being driven by institutional investors, for whom combating climate change and seeking positive social impacts have become strategic challenges.
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White papers
Fixed Income Insights (Canada Edition) - July 2022
Welcome to Performance Insights (Canada Edition), the monthly Market Maps report that provides actionable insights on currency-adjusted performance, macro drivers, shifts in yields, spreads and curves across conventional, inflation-linked, and corporate bonds within the Canadian fixed income market.
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White papers
Performance Insights (Global) - July 2022
Equities and corporate bonds fell further in June, deepening first-half losses, as investors repriced for higher-for-longer inflation, a synchronised central-bank tightening cycle and high risks of recession. Few industry sectors were spared in the Q2 sell-off, with energy, defensive and Value stocks holding up best. The US dollar extended its broad-based rally.
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White papers
Performance Insights - Local currency edition
Equities and corporate bonds fell further in June, deepening first-half losses, as investors repriced for higher-for-longer inflation, a synchronised central-bank tightening cycle and high risks of recession. Few industry sectors were spared in the Q2 sell-off, with energy, defensive and Value stocks holding up best. The US dollar extended its broad-based rally.
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White papers
Performance Insights - GBP edition
Equities and corporate bonds fell further in June, deepening first-half losses, as investors repriced for higher-for-longer inflation, a synchronised central-bank tightening cycle and high risks of recession. Few industry sectors were spared in the Q2 sell-off, with energy, defensive and Value stocks holding up best. The US dollar extended its broad-based rally.
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White papers
Performance Insights - USD edition
Equities and corporate bonds fell further in June, deepening first-half losses, as investors repriced for higher-for-longer inflation, a synchronized central-bank tightening cycle and elevated risks of recession. Few industry sectors were spared in the Q2 sell-off, with energy, defensive and Value stocks holding up best. The US dollar extended its broad-based rally.
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White papers
Multi-Asset Allocation Views: Finding alternatives in bonds
In this Allocation Views, our Franklin Templeton Investment Solutions team remove their allocation preference for equities and discuss the attraction of government and corporate bonds.
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White papers
Emerging Market Green Bonds - Report 2021
Significant investment is required to build resilient economies capable of addressing the current climate and environmental challenges. This need is particularly crucial in emerging market and developing economies (EMDEs), which are relatively more vulnerable to the impacts of climate change. More broadly, large-scale investment estimated to be as high as US$4.5 trillion per year in EMDEs is required to achieve the United Nations Sustainable Development Goals (UN SDGs). -
White papers
Cross Asset Investment Strategy - June 2022
The repricing of a more aggressive Fed stance has been brutal as the 10Y UST yield temporarily reached the 3% threshold, falling close to 2.75% recently on economic growth concerns. We think investors should move towards neutrality on duration in the US and Europe, whereas in credit, they should focus on quality and stay cautious on higher-risk segments in Europe.
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White papers
ECB strikes a somewhat dovish tone, despite inflation remaining top priority
After the hawkish surprises of previous meetings, no further acceleration of stimulus withdrawal has been hinted at in April. The ECB fully confirmed both its previous guidance on QE, which is set to end “some point in time” in Q3, and policy sequence, with interest rates to rise possibly, but not necessarily, after QE ends.
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White papers
EM Corporate Bonds in 2022: How to Find Truffles in the Mud
Tighter monetary conditions have raised bond yields around the world since the start of the year. Ten-year US Treasury yields rose 80 basis points (bps) in the first quarter, global investment-grade yields 83 bps, and yields on high-yield bonds rose 136 bps.
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White papers
CLOs Well-Positioned Amid Rising Rates, Heightened Uncertainty
In the context of a thin new issue pipeline, secondary market CLOs look more interesting, on balance, relative to new issues.
