All Fixed Income articles – Page 41
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White papers
Carbon Handprint in Fixed Income: The Positive Power of Climate Solutions
As global warming worries approach critical mass, corporate bond investors expect issuers to be part of the solution. At the epicenter of the climate crisis are greenhouse gases (GHG), which all industries emit in one way or another. Many companies strive to shrink their emissions, or carbon footprint. But a carbon handprint measures the positive impact, or carbon avoided, by the use of a company’s products or services.
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White papers
Global Investment Outlook: Finding opportunities in 2023 after a (un)forgettable market year
In this Global Investment Outlook, our investment teams offer their perspectives and, most importantly, their key investment opportunities for 2023. The silver lining from 2022’s difficult markets appears to be an improved potential for long-term returns, and the return of diversification within multi-asset portfolios.
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White papers
2023 US investment grade credit outlook: Fixed income is finally delivering income!
Franklin Templeton Fixed Income: Investors can play both offense and defense through their allocations to US investment-grade corporate bonds.
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Blog
Credit Selection Supports the Allure of European Loans
The fourth post in a series on European high yield culminates with our views on how the asset class may perform under certain scenarios.
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White papers
Looking ahead: U.S private credit in an age of scarcity
For over a decade, including through COVID-19, the tide of capital has flowed mostly in one direction: into markets. That’s because since the Great Recession of 2008, the U.S. Federal Reserve has kept interest rates low. Public credit, both loans and bonds, benefited from this support. But as we look ahead to 2023, it is important to shift our gaze and examine the impact of rate hikes and quantitative tightening on capital markets and private credit.
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White papers
2023 Investment Perspectives
M&G’s Chief Investment Officers share their perspectives on the key themes influencing financial markets for 2023. With major central banks raising interest rates to control high inflation and worries about the global economic outlook growing, there are plenty of uncertainties for investors to navigate. However, are there also grounds for optimism?
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White papers
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
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White papers
Bullish on bonds in 2023
The next 12 months are poised to be a comeback year for fixed income, says Gene Tannuzzo, with a focus on quality and credit selection critical to achieving the desired outcomes.
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Podcast
Bank of Japan: The G-10 Outlier
As economies around the world are dealing with the effects of inflation, we evaluate if there are differences in how central banks globally are managing the major impact to assets.
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White papers
2023 US muni bond outlook: A rough year in muni markets, yet reasons for optimism
While 2022 was a challenging year for the muni-bond market, 2023 is setting up for more positive momentum, according to Franklin Templeton Fixed Income Municipal Bond Director Ben Barber. Read the team’s views on the year ahead.
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White papers
Best ideas across asset classes
Bringing together the most senior investors from across our platform of core and specialist capabilities, including all public and private markets
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White papers
Positioning for the unknown; Nuveen’s CIO’s 2023 outlook
At this time of year, I’m often asked to predict the year ahead or at least share my expectations for it. My answer is often unsatisfying to those expecting some sort of prognostication. That’s because the one thing I’m 100% sure of is that I can’t predict the future. But knowing what I don’t know allows me and my team to position the General Account for the unknown and make it resilient.
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White papers
ESG data takes centre stage in private debt investing
In the latest Private Debt Investor ESG Report, Churchill’s Mickey Weatherston reflects on ESG integration, assessment trends, investor data priorities and the need for a harmonized industry approach.
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White papers
2023 US high yield credit outlook: Movement toward higher quality in corporate bonds
High-yield (HY) corporates are likely positioned to withstand potential headwinds and may deliver attractive forward returns to long-term investors, according to Franklin Templeton Fixed Income.
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White papers
Investment Institute Outlook 2023
Following a highly challenging year, our expectation for 2023 and 2024 is to finally see inflation retreat against a backdrop of global growth slowing to its softest – barring the pandemic – since 2009. But while we anticipate a challenging road ahead, we expect a slow recovery emerging in 2024.
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Podcast
The Investment Podcast: CIO perspectives on 2023 and the inflation equation conundrum
M&G’s CIOs, Fabiana Fedeli, Will Nicoll and Jim Leaviss share their views as we head into 2023, discussing valuation opportunities, the depth of a potential recession – and how much closer we are to the light at the end of the tunnel of rate hikes and rising inflation.
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White papers
Macroeconomic Picture - December 2022
United States: Q3 GDP surprised to the upside, lifting 2022 average projections. However, our call for 2023-24 forecast has not changed significantly, with restrictive monetary policy dragging growth well below potential
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White papers
European fixed income: the difficult equation if the energy crisis persists
Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices. The combination of a new regime of higher energy prices and persistent expansionary fiscal policy could lead to a debt supply shock and persistent inflationary pressures.
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White papers
Defensive asset allocation extends into 2023, with a gradual increase in risk exposure later in the year
”Global slowdown amid still elevated inflation to characterize most part of 2023.”
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White papers
An Emerging Opportunity
If you are one of the many investors looking positively at high yield bonds, you might want to consider emerging markets debt, too.