All Corporate Bonds articles – Page 5
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White papersOn the Curve Carries On: Investing in Intermediate Corporate Fixed Income
Last year we highlighted the relative attractiveness of the intermediate part of the corporate curve. And a year later, we believe we continue to see value in the intermediate corporate credit space. In this paper, we highlight the potential opportunities for investors amidst the current valuations in high grade fixed income strategies across the curve.
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White papersHigh Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
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White papersMid-year outlook 2023: macroeconomic and financial market forecasts
Macroeconomic forecasts as of 13 June 2023
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White papersA Balancing Act: Fixed income playbook for 2H 2023
Many bond investors are looking for less volatility and more predictable returns. Five of Allspring’s fixed income leaders explain five key strategies they think bond investors should focus on going forward.
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White papersPutting the ‘investment’ in investment grade credit
Investment grade bonds have historically provided a resilient and reliable option during volatile and uncertain market conditions. After last year’s sweeping sell-off, the global investment grade universe now offers an array of opportunities in quality issuers, allowing for effective diversification and the potential for attractive returns.
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WebinarFallen angels: unlocking price recovery potential
In our latest webinar, Ashton Parker and Anando Maitra, co-managers of LO Funds – Fallen Angels Recovery explored the attractive risk-adjusted return potential from fallen angel investing, throughout market cycles.
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White papersPrivate Placement Debt is an All-Weather Investment Strategy
The unique characteristics of private placement debt help position the asset class to perform well despite the potential for an economic slowdown or recession. Private placement debt is predominantly investment grade, comes with structural protections, and offers the potential for incremental income.
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White papersFallen angels: spreading their wings
Corporate bond universes have been historically separated into investment-grade (IG) and high-yield (HY) credit ratings since the rise of the junk bond market during the high-yield boom of the 1980s. This boundary has resulted in persistent dislocations – exacerbated by passive investment based on these indices – including the performance of so-called fallen angels. They are bonds which have recently been downgraded to high-yield ratings.
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PodcastBuilding Portfolio Resiliency with Compounding Income
Join Kevin Johnson, CFA, head of Platform Distribution, and Christopher Lee, CFA, senior portfolio manager on the Plus Fixed Income team, as they discuss the current market environment and how adding short duration income to a portfolio may help investors find consistency through inconsistent markets.
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VideoThe dollar effect on emerging market corporates
Watch to find out what effect the dollar has on emerging market corporates
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White papersChallenges faced by emerging market corporates
Emerging market (EM) corporations with foreign currency debt found life particularly tough during the decade-plus of dollar strength. Weak currencies put pressure on profits among companies with a domestic focus but with hard currency liabilities. High domestic interest rates make for high costs of funding.
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White papersActively exploiting potential in fallen angels
Fallen angels fall for a reason; understanding the reason through an active approach helps avoid bonds that are likely to suffer from further downgrades and detract from performance. We delve into why credit analysis is key and illustrate our approach with two case studies.
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White papersMarkets rally despite bank scare: Q1 roundup
Global stocks rose as investors welcomed signs from central bank officials in the U.S. and Europe that interest rates may not rise as much as previously expected. Lower inflation levels, combined with a crisis in the banking sector, prompted central bankers to consider adjusting monetary policy in the months ahead, leaving investors to speculate that there may be no additional rate increases this year.
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PodcastPossible Pause After Latest Hike?
Jeff Weaver, head of Global Liquidity Solutions, and Henri Proutt, portfolio specialist for the Global Liquidity Solutions team, discuss the May 3, 2023, interest rate hike by the FOMC, or Federal Open Market Committee.
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PodcastPutting Today’s Fixed Income Markets in Context
Global Head of Public Markets, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today’s macro backdrop with those faced in prior economic slowdowns.
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White papersFixed Income: the road ahead
Recent crises within US regional banks and the more idiosyn- cratic case of Credit Suisse have various underlying causes. However, the overall context of these issues is undoubtedly the sudden and significant tightening of financial conditions in the past year.
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White papersEM Debt: Opportunities in a Riskier World
Emerging market fundamentals remain strong and continue to provide opportunities despite risks in developed markets that raise cautionary flags.
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White papersDe-Risking? Mind the Carbon!
Shifting a portfolio from stocks to bonds reduces investment risk, but it can also increase the portfolio’s carbon footprint. Read about a carbon-aware approach to reduce that impact and benefit the portfolio overall.
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White papersA Solid Case for IG Credit, But Caution is Required
Against a backdrop of elevated uncertainty, IG corporate credit—with healthy corporate balance sheets and a relatively attractive total return potential—looks well-positioned.
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White papersBanking woes take centre stage
We reflect on a tumultuous week in the banking sector as markets take stock of UBS’s bailout of Credit Suisse. Amid echoes of the past, our experts ask: is there more to come?
