All High Yield articles – Page 4
-
White papersFallen angels radar: positive 2024 supply dynamics
In this new quarterly publication, we monitor developments in the fallen-angels universe to find investment opportunities. Which corporate bond issues have lost their investment-grade (IG) rating to join the segment? How are corporate credit ratings progressing? What trends do we see emerging in credit quality?
-
White papersHigh Yield: Can the Strength Continue?
Despite risks surrounding the direction of the global economy, high yield bonds and loans continue to offer attractive total return potential for long-term investors willing to look beyond the likelihood of near-term volatility.
-
White papersTreasury yields mixed on strong economic data
U.S. Treasury yields were mixed last week and spread sectors outperformed as fourth quarter U.S. GDP exceeded expectations. The market continues to price in a 50% chance of a U.S. Federal Reserve rate cut by March, and around five total cuts for this year.
-
White papersIt’s Time to Say Goodbye to ‘T-Bill and Chill’
Investors who wait too long to get off the sidelines may find they’ve missed out.
-
White papersFixed Income Perspectives Q1 2024
Quarterly macro and market insights from Capital Group’s fixed income team
-
White papersCorporate Credit Outlook 2024: High Tide for Yield?
Weakening economic fundamentals shouldn’t scare away corporate bond investors in 2024—provided they keep a close eye on credit quality.
-
White papersGlobal fixed income outlook 2024: opportunity knocking
The world appears to have moved beyond the height of interest rate hikes, inflation and economic acceleration.
-
VideoEuropean High Yield: Can the Winning Streak Continue?
Craig Abouchar, Managing Director, European High Yield, discusses the key factors that have made European high yield bonds compelling this year—and explores the outlook for the asset class against an uncertain macroeconomic backdrop.
-
White papersThe what, why and how of the global fixed income and municipal markets
The evolving fixed income market environment - Key 2023 themes
-
White papersTaxable Municipal bonds: yields moving higher
The taxable municipal bond market experienced negative third quarter returns in sympathy with U.S. Treasuries. With the U.S. Federal Reserve (Fed) nearing the end of its rate hike cycle, higher yields have increased future expected returns, given yields are now at levels not seen over the last decade. We believe portfolios should be rewarded by assuming a modestly longer duration profile while adding credit risk.
-
White papersECB on hold supportive for Euro credit markets and govies
Key takeaways from the European Central Bank’s meeting
-
White papersPowell pivots policy: moving closer to rate cuts
The U.S. Federal Reserve left interest rates unchanged at its December meeting, as expected, and updated projections signal even more rate cuts in 2024 than previously expected.
-
White papersWhat does 2024 hold for markets?
It is time to look ahead to 2024. This year has been marked by expectations of recession in the developed world and of China re-opening to positive effect. Both have proved to be the wrong horses to bet on. In this weekly edition of Simply put, we analyse the likely shape of next year and evaluate which asset classes stand to benefit.
-
White papersEuropean High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
-
White papersBreaking Down the Liquidity Silos
Breaking down the boundaries between liquid and illiquid assets could broaden our outlook and better align portfolios to our objectives and time horizon.
-
White papers2024 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?
-
White papersMoment 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.
-
White papers2024 Outlook Public Fixed Income
With heightened uncertainty and widespread risks blurring the outlook, our credit market experts explore the future prospects for asset classes ranging from high yield, to investment grade credit, to emerging markets debt.
-
Podcast2024 Public Fixed Income Outlook
From high yield and investment grade credit to emerging markets and securitized debt, what will 2024 hold for fixed income investors? Our panel of experts weighs in on the opportunities and risks ahead.
-
White papersMulti-Asset Credit Investing: Why Now?
In today’s uncertain environment, high yield multi-asset credit strategies look compelling—especially given their strong track record through the cycle and the potential for attractive income.
