Fixed Income – Page 9
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White papersPortfolio Diversification Is Key To Weathering the Storm
In this Q&A, Ian Fowler discusses the benefits diversification and warns against an over-reliance on upper mid-market deals.
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Cross Asset Investment Strategy - September 2022
While a global recession may be avoided, we are likely to see growth deceleration and high inflation (higher cost of living) along with regional divergences. Thus, investors should consider moving to a more cautious stance on equities particularly in Europe, but retain preference for US and for China, although to a lower extent on China.
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PM Spotlight: The Art and Science of Investing
In this inaugural edition of PM Spotlight, we sit down with Henrietta Pacquement, CFA, Senior Portfolio Manager and Head of Global Fixed Income, to profile her unique background and leadership in her field of expertise.
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Macro Matters - There will be pain
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
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Fixed Income Insights (Canada Edition) - September 2022
Global government bonds sold off in August, notably in long-dated maturities, as G7 central banks maintained their aggressive inflation-fighting stances and negated speculation of an imminent pivot, despite the risk of recession. Canadian high yield credits’ flat returns modestly outperformed negative returns elsewhere.
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White papers
Fixed Income Insights (China Edition) - September 2022
Chinese government bonds performed defensively, as the PBoC cut its key interest rates in August, bucking the trend of rate hikes elsewhere. The weaker yuan vs USD eroded returns for USD-based investors. Chinese $ high yield credit bounced back strongly from YTD losses, despite higher US Treasury yields.
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White papers
Fixed Income Insights - September 2022
Global government bonds sold off in August, notably in long-dated maturities, as G7 central banks maintained their aggressive inflation-fighting stances and negated speculation of an imminent pivot, despite the risk of recession. Strong US dollar appreciation eroded USD-based overseas returns.
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White papers
Rising yields put bond markets back on a road to normal
Rising inflation and slowing global growth are two dominant themes casting a pall over the current market environment. With increasing geopolitical uncertainty, tightening monetary policy, supply chain challenges and higher commodity prices at play, a period of global stagflation could potentially be on the horizon.
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Responsible Investing Policy
Premier Miton Investors is a UK based asset management group with an objective of delivering good investment outcomes through relevant products and active management across its range of investment strategies, which include multi-asset, fixed income, equity, and absolute return funds. We are committed to investing responsibly and providing responsible and sustainable investment funds as part of our product offering
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Performance Insights - September 2022
Stocks and bonds ended August in retreat, as Fed Chair Powell’s hardline Jackson Hole speech last Friday doused already fading hopes for a swifter end to its rate-hiking campaign and reignited growth fears. Last month’s sector winners, notably technology and other high-growth stocks, suffered the biggest declines in August, while the US dollar soared.
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White papers
Hawks Are Gaining Speed
Here come the rate hikes. The upward surprise in euro area inflation and Jay Powell’s speech in Jackson Hole confirmed the ECB and Fed are both likely looking at 75bp hikes this month, and markets increased expectations as a result. Meanwhile, China reacts to new lockdown measures.
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Are we entering the zone of oversold credit?
With the Aperture Investors SICAV - Credit Opportunities Fund reaching its three year anniversary this August, Simon Thorp looks ahead and explains why long credit stands out in the current environment.
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The impact of credit risk for pension plans engaging with CDI
Cashflow-driven investing (CDI) has gained significant traction in recent years as pension plans have successfully de-risked and strengthened their balance sheets over the last decade. Increasing numbers of plans are able to allocate significant proportions (potentially all of their assets) to fixed income like assets so that cashflow income closely matches expected liability payment, thus providing a simpler hedge and reducing the complexity of portfolios. Investment products, strategies and asset classes have developed to facilitate this approach.
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Credit and the demographic dividend
The potential for real estate credit to act as a complementary overlay, rather than as an alternative to or subset of, real estate equity, is frequently overlooked.
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Enabling global debt investors to align investment choices with values
An increasing number of investors want to align their portfolios with their investment values and beliefs. One approach to accomplishing this objective is to select issuers based on their impact on society and the environment.
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Decarbonising fixed income investment
As investors increasingly look to manage the carbon exposure in their portfolios, it is critical that they have the right tools. There are many ways investors can address the carbon exposure in their portfolios, including explicit divestment, tilting, optimisation and shifting assets toward companies that are developing greener solutions.
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Asset Class Returns Forecasts - Q3 2022
A combination of sustained inflation and mounting recession fears, interlinked with the geopolitical situation, are the main drivers affecting the current and forward-looking macro environments. The bulk of the uncertainty is in the short to medium term.
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Data Delivers Mixed Messages Amid Slowdown
Mixed data is fueling debate about underlying economic strength and recession odds. Meanwhile, markets this week await Powell’s speech at Jackson Hole. Elsewhere, Chinese policymakers took steps to address rising risks to the outlook. Eyes will be on Nord Stream 1 next week.
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Geopolitics vs. the race to net zero
The Ukraine crisis is a horrendous tragedy and the war will have a considerable impact on the European and global economy. It has brought sharply into focus the fragility of supply chains and energy security - which has manifested in runaway inflation.
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The sleeping giant: Unlocking sustainable finance
Many banks are failing to realise their impact potential, thus missing out on commercial opportunity in the real economy
