Fixed Income – Page 8
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White papersConvertible bonds: the weather forecast for 2023
Convertible bonds are an all-weather instrument. The optionality embedded in this asset class helped returns and provided a cushion during the challenges of the past two years.
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Fixed Income: Navigating emerging market debt in 2023
The Franklin Templeton Fixed Income team believe 2022 was an incredibly challenging year for emerging market debt and developing countries may face some significant challenges in 2023, but there are reasons for optimism.
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EMs with stronger fundamentals should see inflows
Global ownership of EM bonds stands at its lowest point in close to a decade
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Fixed Income Perspectives January 2023
Global growth is expected to weaken as central banks remain restrictive, though many economies have shown more resilience than previously expected Inflation should continue to lose steam in 2023, although it may remain uncomfortably high relative to central bank targets Higher yields and relative value opportunities offer better return ...
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Fixed income investors are still too optimistic on inflation
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
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There IS an Alternative: Fixed Income Road Map - 2023
Bonds yields in many sectors rose in 2022. Finally, for investors who’d needed to seek income outside of fixed income markets, There Is an Alternative. Allspring fixed income leaders identify potential opportunities.
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European interest rates: Increased dispersion presents opportunities
Global investment-grade corporates staged a strong rally in the fourth quarter of 2022, ending three quarters of negative returns.
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Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop
Emerging markets (EM) hard and local currency denominated sovereign bonds rose in the fourth quarter of 2022, as a softer-than-expected inflation print in the US and the potential end to China’s zero-COVID policy lured yield seeking investors.
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Fixed income rebounds on expectations inflation has peaked
As central banks moderate the pace of hikes and downturn concerns take the shine off riskier assets, bonds have seen renewed interest from investors.
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A Peak That Persists
We think sticky services inflation paired with a moderate slowdown will enable central banks to maintain higher rates for longer.
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High Yield: A Compelling Risk-Reward Picture for Long-term Investors
Markets will likely remain on edge in anticipation of a central bank policy pivot, but high yield continues to present compelling total return opportunities for investors willing to ride out the volatility.
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ESG Engagement in Sovereign Debt: Key Questions That Must be Asked
When it comes to emerging markets sovereign debt, successful engagement often comes from asking the right questions and monitoring the right metrics.
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The Active Advantage in High Yield
There is a strong case to be made for active management in high yield bonds, in our view, with an active approach offering several advantages. Active management allows for fundamental analysis and security selection across the full high yield universe as well as the ability to nimbly reposition a portfolio to take advantage of macro trends.
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The Market Effect of Acute Biodiversity Risk: the Case of Brazilian Corporate Bonds
Biodiversity is part of the Earth’s natural capital and considered the cornerstone of a well-functioning planet. The many benefits to humans provided by natural capital are often integral to the provision of clean drinking water, waste decomposition and food productivity as well as being critical for human health ...
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Gilts: Testing market appetite for UK Government debt
The Gilt market is bigger than it has ever been – and more volatile than it has been in decades, which throws up interesting and exciting opportunities.
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An improved toolbox to manage volatility and provide income
Concerns around inflation have driven core government bond yields upwards to levels not seen for more than a decade
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Special Situations: Fasten your seatbelts—credit markets are going to be bumpy
Benefit Street Partners explore how best to capitalize on the bumps that are creating the beginnings of another fertile special situations investment environment.
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IG Credit: Well-positioned in a Challenging Environment
In a potential recessionary environment, robust company balance sheets and normalizing yield levels are creating a compelling case for IG corporate credit.
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The time is now: Creditors to negotiate stronger covenants in 2023
The current credit environment offers a silver lining for investors in challenging markets, as issuers look to amend and extend debt amid rising rates.
