All Fixed Income articles – Page 9
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White papers
The overlooked appeal of short-dated euro corporate debt
Corporate balance sheets continue to provide support for opportunities in the front-end of the credit curve in the eurozone.
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White papers
A November to remember
”The slowdown in inflation and economic growth should support bonds and multi-asset investing moving towards 2024.”
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White papers
2024 municipal bond market outlook: Increased optimism for the year ahead
Muni bonds now offer historically elevated yields; fundamentals in the muni market remain stable; and when compared to corporate debt, tax-free muni bonds tend to display lower default characteristics.
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White papers
Office Space: The CRE Effects On Major U.S. Cities
Rising office vacancy rates, declining property valuations, and the respective impact on tax revenues and city budgets are a source of growing concern for municipal bond investors.
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White papers
Resilient private credit fills a growing need across U.S. and Europe
The U.S. and European private credit markets have been a significant success- story of asset management for the last decade. Having begun life as a source of financing for mid-market companies that could not raise funds elsewhere, private credit has grown into a serious and credible competitor to both traditional bank debt and the liquid markets (i.e., the leveraged loans and high yield bonds), something that would have seemed fanciful just a few years ago. Now, private credit players are regularly financing the entirety of multi-billion-dollar debt structures.
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White papers
2024 outlook: what’s next for high yield?
Against a backdrop of heightened uncertainty, what has surprised you most about high yield over the past year? And how do you see those dynamics playing out in the next 12 months?
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White papers
From NICE to VILE—The Future of Inflation
We explore the type of inflationary environment that we might expect across developed markets in the future and its potential effect on global asset prices.
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Podcast
All the Credit, Ep. 46 - Realities in Rates
A discussion on the end of the hiking cycle, the impact of fiscal deficits on long-term rates, and the interplay between rates, curve shape, and the economy.
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White papers
Debt sustainability in emerging markets
The Franklin Templeton Fixed Income team believes more sovereigns are turning to the IMF for financing support as capital markets for low-income countries remain shut. In this paper, they consider how the IMF Debt Sustainability Framework could play a crucial role.
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White papers
Convertible bonds: cutting emissions and promoting efficiency
Why does the investment approach to reach net-zero emissions matter? At LOIM, we believe that the energy transition can provide growth potential for investors who are also seeking to achieve real and tangible emission reductions. Our approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets. We explore how our TargetNetZero strategy identifies such companies in convertible bonds.
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White papers
Cooling high-carbon sectors with corporate bonds
Investing in companies that are already low-carbon today does nothing to lower emissions in the future. That’s why we invest in transitioning companies with credible plans to decarbonise. How do we assess companies for their climate alignment to see if they make the cut for our TargetNetZero credit strategy?
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White papers
US bonds: Thinking beyond rates
In an economic environment characterized by rising interest rates and slowing growth, our investment professionals see fixed income as a beacon of opportunity.
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White papers
The Mortgage-Backed Moment
Securitized credit, and especially mortgage-backed securities, can be an attractive source of income while waiting for volatile bond markets to settle.
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Video
The Inside Track - Public and Private Markets Outlook; Episode 3: The Credit Continuum
(08:27) In this short video, experts from our public and private markets teams share their outlook on credit markets.
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White papers
Private Credit: European special situations outlook
The opportunity set in European special situations credit is gearing up to be as fertile and attractive as it has been since the global financial crisis for a number of reasons, according to BSP-Alcentra.
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Podcast
Fixed on ESG, Ep. 19 - Climate Finance
A look into the current state of international climate finance and how it’s been integrated into our sovereign ESG framework considerations.
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White papers
Markets bounce on waning inflation
Markets reacted positively to stronger-than-expected US and UK inflation data this week.
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White papers
Moment of truth
A hard or soft landing could throw a harsh light on corporate fundamentals in 2024. In the second set of breakout sessions from our Fixed Income Forum in London on 14 November, attendees learned of the potential in unconstrained credit, the opportunity in investment grade and the crucial role fixed income can play in the sustainability transition.
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White papers
Insight across the fixed income spectrum
Federated Hermes’ Fixed Income Forum in London on 14 November, included sessions on the future of money markets, the prospects for emerging market debt, and the attraction of private credit.
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White papers
Not your average credit cycle
Geopolitics, hard landings, falling consumer confidence and corporate belt-tightening could all be part of the investment picture in 2024. That was the message from Federated Hermes’ Fixed Income Forum in London on 14 November.