All High Yield articles
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White papersHigh Yield Debt Can Boost Income And Return Potential Amid Low Yields
Volatility and low yields are likely to persist over the next few years as the global economy recovers from the shock of the coronavirus.
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White papers
2021 Recovery to continue and beat potential
We confirm the financial “recovery regime” as a central scenario (with a 70% probability) for the next 12 to 18 months, with growth and macro determinants remaining paramount.
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White papers
Finding yield: how insurers are employing new approaches
Loomis Sayles Market Insight: Insurers swapping out bond portfolios for higher-yielding credit instruments found deep in the capital structure
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White papers
High Yield Bonds in View: Energy
Much has changed since the oil-market collapse in the early pandemic days of 2020, when prices actually turned negative.
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White papers
SDG Engagement High Yield Credit Annual 2020 Report
Seeking twin objectives of strong financial performance and positive social and environmental impacts that contribute to achieving the 17 Sustainable Development Goals (SDGs), we launched SDG Engagement High Yield Credit in October 2019.
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White papers
Income Generator: Best Offense Is a Good Defense; Shorter Duration, Higher Yield
In the December 2020 edition of our Income Generator, we highlighted that “… better fundamentals (in 2021) may prove a challenge for fixed-income investors if interest rates also normalize.”
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White papers
ESG: Three Challenges High Yield Managers are Tackling Today
From influencing company behavior to seeking better data disclosure, high yield managers are pushing the envelope when it comes to ESG.
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White papers
Speculative grade default cycle: an earlier peak and an expected benign trend
Extraordinary policy intervention has made this HY default cycle unusually short-lived, helping to limit quite significantly the rise in defaults among mid- and high-rated speculative grade companies. A turn into a more benign falling trend over the next quarters looks likely, in light of improved macro perspectives, expected progress in vaccinations and encouraging signals from financial drivers.
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White papers
Seeking Alpha in Emerging Markets Corporate Debt
Emerging markets corporate debt presents attractive alpha opportunities across cycles.
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White papers
Dodging The Industry Potholes Across EM High Yield Corporates
The rally in risk markets emphasizes the importance of identifying relative-value opportunities across global asset classes. Emerging market high yield bonds may increasingly draw investors’ interest given a spread pickup relative to their U.S. and European counterparts.
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White papers
The case for Chinese Treasuries
What is in short supply at the moment for fixed income investors are high-yielding, lowly-correlated bonds with solid macro underpinnings: China ticks all of those boxes.
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White papers
Blog | Recovery and reflation re-set show attractions of short Treasuries
There is a significant reflation trade underway, led by the US, with the yield curve bear steepening as investors look to stronger growth and possibly higher inflation once COVID-19 weakens its grip. Investors are focusing on pent-up consumer demand, a V-shaped recovery and restricted supply-chains in the post-COVID world.
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White papers
High Yield: Finding Opportunity in the Uneven Recovery
In this webinar, Barings’ high yield portfolio managers share their latest market views and discuss where they expect to see opportunities going forward.
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White papers
High-yield bonds – Everything is relative!
Investors can still find value in the European high-yield bond market even after a more than volatile 2020 in which risk premiums fell.
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White papers
What will be the key factors driving EM debt markets in 2021?
In spite of the 2020 rally, there are still attractive opportunities across different parts of the investment universe
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White papers
Income Generator: The Case for Owning Municipal Bonds Today
“Give me anything but zero!” is a common refrain today from investors increasingly hungry to source income in a yield-starved marketplace. Municipal bond investors are no different.
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White papers
Blog | Chinese government bonds ‒ a high yield market in a low yield world
Chinese government bond yield spreads are still near multi-year highs despite the recent backup in US Treasury yield (which has now extended to some Asian markets).
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White papers
Catastrophe Bonds: Natural Diversification
Following another eventful year in reinsurance, we offer a primer on catastrophe bonds—a growing and genuinely diversifying asset class that we believe is attractively valued.
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White papers
Global Investment Views - February 2021
Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely, leading us to lift our 2021 GDP growth forecast for the US to 5.2-5.7%, 1% above previous estimates. This marks a great divergence between the US and the rest of DM, where we have been lowering our forecasts.
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White papers
Bears come out of hibernation, but is it too soon?
Bond markets have started 2021 with a move higher in yields so what are the bearish arguments today for the outlook for bonds?
