All Corporate Bonds articles – Page 15
-
White papersIn Credit: Calm seas don’t make good sailors
After the sharp decline in bond prices a couple of weeks ago calm seems to be returning.
-
White papersIn Credit: In the firing line...
Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.
-
White papersAre ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
-
White papers
The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
-
White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papersWhy the active vs. passive debate is largely moot for European insurers
Insurance companies typically have reasonably static portfolios, which change little from year to year.
-
White papersPutting clients first as Brexit begins
The Brexit negotiations will determine the shape of the UK’s future relationship with the European Union, setting out the structural framework within which asset managers and other businesses will need to operate.
-
White papersIn Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
-
White papersIn Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
-
White papersIn Credit: Loose lips sink ships
Core government bond markets performed very poorly last week with yields rising meaningfully in most areas.
-
White papers
Navigating the opportunities and challenges facing European Corporate Bonds
Financial markets are pricing in the predictable positive global reflation trade effects.
-
White papersWhat will end the search for yield?
The search for yield appears unstoppable. Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to record lows.
-
White papersCross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
-
White papersIn Credit: Government lifeline for Venetian banking gondola
It was a quiet week for core government bond markets with yields broadly unchanged.
-
White papersAsset Allocation Update: UK earnings forecasts unchanged despite headwinds
Developments in the UK have led us to renew our focus on the region in recent weeks, amidst the start of Brexit negotiations and the general election.
-
White papersIn Credit: ‘Alexa...Buy me Wholefoods’
The US bond rally continues – fuelled by a lack of inflation.
-
White papersIn Credit: ‘This is what it sounds like when doves cry’
It was a rather mixed week for core government bonds. After this week’s dovish ECB meeting the market now expects European interest rates to remain in negative territory for the next three years (see chart of the week).
-
White papersIn Credit: US surprises to the downside...
Core government bond yields remain on a downward trend as US economic data continues to surprise to the downside and there remain few signs of accelerating inflation.
-
White papersAsset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
-
White papersThe emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
