All Corporate Bonds articles – Page 7
-
-
White papers
The myriad of challenges – and opportunities – facing fixed income in 2022
The question of whether inflation is likely to prove temporary or more persistent is just one of the challenges facing fixed income investors this year. Buying on the dips may no longer be sufficient as the focus of central banks switches to containing inflation rather than simply rallying to support financial markets.
-
Podcast
The Investment Podcast: Inflation – is it beyond transitory and now structural?
With inflation sitting at the core of many issues that investors are grappling with today, David Parsons sits down with Miles Tym and Richard Ryan to consider the pacing of central bank policies to tackle this rising concerns, the potential danger points following interest rate hikes and how an evolving environment might impact a wider range of bond assets, specifically corporate bonds.
-
White papers
Franklin Templeton Investment Solutions Allocation Views: Getting spooked
Our Franklin Templeton Investment Solutions team anticipate continued above-trend growth over the next 12 months as consumers in developed economies remain in a strong financial position
-
White papers
Emerging markets – Short-term pain ahead of an upturn
While 2021 was not a good year for emerging asset markets (EM), 2022 may hold positive developments that could turn the region’s markets around. Our investment view is generally constructive on EM this year, although we are cautious in the near term.
-
White papers
Global corporate bonds 2022 outlook
Although global investment grade corporate bonds posted negative total returns in 2021, in large part due to rising government bond yields, excess returns were positive.
-
White papers
From Rates & Inflation to ESG: What’s Next for IG Credit?
Despite heightened risks, IG corporate bonds remain supported by an improving economy and robust corporate fundamentals.
-
White papers
5 reasons to invest in high yield corporate bonds in the current market environment
The high-yield market has historically produced positive results over a full cycle, but it tends to do particularly well during the recovery phase of the business cycle as default rates fall, spreads tighten from wide levels and volatility trends lower.
-
White papers
The role bonds play in a portfolio
Building a resilient and balanced portfolio should be a priority for many investors in today’s environment of heightened financial market uncertainty and volatility across a range of asset classes, including equities.
-
White papers
Investing in consumer finance portfolios – an untapped opportunity
The emergence of a specialty finance sector in Europe in recent years has opened up an opportunity for investors to gain exposure to a large, mature and resilient asset class – consumer finance – offering myriad of potential benefits, including diversification and higher risk-adjusted returns.
-
White papers
Public/Private Investing: Fixed Income at a Crossroads
As the line between public and private debt markets appears to blur, the ability to draw on the full suite of fixed income asset classes can help investors navigate a wide range of market environments—through complementary sources of risk and return prospects, enhanced diversification and improved return potential.
-
White papers
What does China’s regulatory crackdown mean for EM corporate debt?
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education.
-
White papers
Allocation Views: An Uneasy Truce
In this Allocation Views, our Franklin Templeton Investment Solutions team explores the potential benefits of adding alternative assets to a balanced stock/bond portfolio.
-
White papers
IG Credit: Flexibility is Key
While uncertainty remains around rates and inflation, opportunities continue to emerge across IG credit, including in areas outside of traditional corporate bonds.
-
White papers
Emerging Asian equities expected to perform best over the next five years
We expect emerging Asian equities to deliver among the best returns in global stock markets over the next half decade, especially in dollar terms (10.8 per cent per year on average, or double the global market). We calculate that their outperformance – which stems mainly from superior earnings growth and currency appreciation – could amount to 35 per cent on a cumulative basis over the US in that timeframe.
-
White papers
EM Debt: Fundamentals Back to the Forefront
The EM growth picture remains positive, but with the Fed’s hawkish pivot toward quarter-end, sovereign and corporate debt look better positioned than local currencies.
-
White papers
China’s bond defaults could be a blessing in disguise
Rising defaults in China show that Beijing meant business when it pledged to retreat from the distorting effects of its implicit guarantee policy and deleverage the system by allowing bad companies to exit. The daunting task is to avoid contagion. Can Beijing pull it off in an orderly fashion?
-
White papers
China Calling: The Rise Of Chinese Bond Markets
Our fixed income experts review China’s market policy, economic reforms and forward-looking innovations. We examine sovereign bonds, commercial banks, currency and corporates, and offer views to help inform your decision making.
-
White papers
ESG: Managing Climate Risk in EM Corporate Debt Portfolios
EM companies are making strides when it comes to capturing and disclosing climate risks, but there is work still to be done. Encouragingly, investors and managers are often able to go a few steps further to fill the gaps.
-
White papers
Finding 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.