All High Yield articles

  • Looking across ETF fixed income markets
    White papers

    Looking across ETF fixed income markets

    2024-10-01T00:00:00Z By AXA Investment Managers

    For ETF fixed income investors, 2024 continues to be a positive year: most companies have managed to weather a backdrop of macro uncertainty; investors have continued to have access to attractive levels of yield; inflation, while sticky, has been moving in the right direction. Meanwhile, the volatility experienced at the start of August proved to be a storm in a teacup.

  • Frontier Market Debt Resilient, diversified, uncorrelated returns
    Video

    Frontier Market Debt Resilient, diversified, uncorrelated returns

    2024-09-27T09:13:00Z By Generali Investments

    Emerging and frontier markets are perceived as highly risky and volatile but for specialist, experienced investors they present potentially diverse, uncorrelated, and resilient high yield opportunities. Indeed, historically frontier market debt has a lower beta relative to other fixed income segments, and has been more resilient in drawdown periods, explains Global Evolution, a firm that is newly part of Generali Investments and has over 20 years’ experience in emerging and frontier market debt.

  • Fixed income insights
    White papers

    Fixed income insights

    2024-09-24T11:40:00Z By Nuveen

    Income-oriented investors need higher yields, diversification and lower risk. Our depth of fundamental research provides a potential information advantage. Our strategy breadth enables risk and return customization across public and private markets — all managed by specialized teams.

  • excluded-keyline
    White papers

    Fixed income perspectives Q3 2024: A resilient U.S. economy

    2024-09-19T11:04:00Z By Principal Asset Management

    Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. economy. And while the Fed continues to navigate a potential soft landing, global central banks are actively transitioning onto a path of easing policy.

  • fh
    White papers

    Article Shopping around: The outlook for US retail

    2024-08-30T10:21:00Z By Federated Hermes

    While remaining broadly cautious on the US retail sector, the credit team explain why they are focusing on names with turnaround stories where they see upside catalysts and better relative value.

  • Global bonds- Unlocking investment opportunities in 2024
    White papers

    Global bonds: Unlocking investment opportunities in 2024

    2024-08-14T13:45:00Z By Franklin Templeton

    The Franklin Templeton Fixed Income team is seeing some compelling opportunities across global fixed income markets. Learn how expanding portfolio exposure to include different sovereign issuers and currencies can offer added return and diversification potential.

  • csm_Are_bonds_back_for_H2_hero_wave_418eebc8db
    White papers

    Are bonds back for H2?

    2024-08-13T12:31:00Z By Mirabaud Asset Management

    We see opportunities across the market but believe having clear geographic distinctions will prove a key performance driver. 

  • Capture
    Video

    Talking Markets – Fixed Income update July 2024

    2024-08-01T14:10:00Z By Premier Miton Investors

    What are the prospects for Fixed Income from a macroeconomic perspective? In this edition of Talking Markets, Lloyd Harris, Head of Fixed Income, discusses the impact the landslide win for Labour could have on the Fixed Income market, along what the different outcomes that may occur as a result of the US election.

  • High Yield- A Continued Bright Spot
    White papers

    High Yield: A Continued Bright Spot

    2024-07-31T10:47:00Z By Barings

    Compelling income opportunities supported by favorable fundamental and technical conditions continue to attract investors to high yield bonds and loans.

  • Standing Out in IG Credit
    White papers

    Standing Out in IG Credit

    2024-07-31T10:32:00Z By Barings

    Current yields and total return prospects are presenting an attractive case for IG credit—but a global and flexible approach is key to capturing the diverse range of potential opportunities to generate alpha.

  • CLO Equity- 101
    White papers

    CLO Equity: 101

    2024-07-31T10:29:00Z By Barings

    From quarterly cashflows to compelling total return potential, CLO equity offers a number of potential benefits. But the asset class is often overlooked, due in large part to its perceived complexity relative to more traditional fixed income investments.

  • T12523-GettyImages-1671282694-580x325px-tile-braganza
    White papers

    Taking the fear out of high yield debt investment

    2024-07-12T10:39:00Z By BNY Investments

    Fixed income investors cautious about gaining exposure to high yield debt have little to fear as credit quality in the sector improves and attractive new pockets of opportunity open, says Insight Investment1portfolio manager and senior credit analyst, Cathy Braganza.

  • AB_AsiasNewBalance_1600x760
    White papers

    Asia’s New Balance: High-Yield Market Offers More Diversity, Lower Risk

    2024-07-11T11:12:00Z By AllianceBernstein

    After a turbulent few years caused by the shakeout in China’s property sector, the Asia high-yield bond market has found a new equilibrium based on sound fundamentals, attractive valuations and strong returns. We think it’s time for investors to consider its growth potential and diversification benefits.

  • Dispelling the myths around emerging market debt
    White papers

    Dispelling the myths around emerging market debt

    2024-07-09T13:22:00Z By Columbia Threadneedle Investments

    Things in emerging markets are not always what they seem. In December 2023, Argentina elected as president Javier Milei, a rabble-rousing populist fond of brandishing a chainsaw on the campaign trail. Milei had a radical agenda, including dollarising the economy and abolishing the central bank – just the kind of policies that alarm investors.

  • NB2
    White papers

    Higher for Longer: The CIOs’ Weigh In

    2024-07-04T16:40:00Z By Neuberger Berman

    While this year’s inflation and rates environment has disappointed many, we see it as a bump in the road that has created opportunity in several markets.Midway through 2024, it’s pretty clear what the story of the year has been so far: stickier inflation and higher rates for longer than many investors wanted or expected.

  • axa-im-investment-institute-landscape-g1990343948
    White papers

    US high yield: Broader financing options soften impact of higher rates

    2024-07-04T11:43:00Z By AXA Investment Managers

    Heading into 2023, the consensus narrative appeared set. The Federal Reserve had embarked on an aggressive interest rate hiking cycle to combat spiralling inflation. A US recession was expected to follow, as household excess savings built up during the pandemic were exhausted and corporate borrowing conditions tightened dramatically after the benign post-global financial crisis era of low interest rates.

  • matthewsre
    Video

    Emerging Markets: Q2 CIO Update

    2024-06-26T16:23:00Z By Matthews

    Chief Investment Officer Sean Taylor provides a Q2 update on what’s driving emerging market growth, a regional outlook on key countries, the impact of the 2024 global election cycle, and why country selection is a key risk control in seeking opportunities. 

  • Contigent Capital.jpg
    Video

    Talking Markets – Contingent Capital

    2024-06-21T16:23:00Z By Premier Miton Investors

    Head of Fixed Income, Lloyd Harris and Credit Analyst, Cameron Geering give an overview of contingent capital, its diversification benefits along with why they like the asset class and what gives them a competitive edge as investors.

  • Specialty Finance- High-Yielding, Short-Duration and Uncorrelated Private Credit
    White papers

    Specialty Finance: High-Yielding, Short-Duration and Uncorrelated Private Credit

    2024-06-13T13:16:00Z By Neuberger Berman

    The underlying assets, bespoke structuring and market dynamics of Specialty Finance can complement a traditional private debt strategy.

  • bspalc0624-640x360-insightsmasthead
    White papers

    European loans: Why now?

    2024-06-12T09:33:00Z By Franklin Templeton

    BSP-Alcentra believes the European loan market has a more defensive sector profile, and an allocation to European loans is still very attractive, even within a declining interest-rate environment.