All High Yield articles – Page 6
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Video
The lasting bond: Will global yields retain their highs?
After several years of being at rock bottom, bond yields have entered a very intriguing place.
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White papers
Navigating rising distress levels in leveraged loans
A direct lending strategy focused on the northern European senior secured segment offers one of the best protected high yielding opportunities at the present time, says Laura Vaughan, Head of Direct Lending.
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White papers
High Yield: Reasons for Cautious Optimism
As investors braced for higher rates and an impending recession, second-quarter markets performed with surprising resilience. Together with a higher-quality market and attractive yields, the case for high yield looks compelling.
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White papers
Fixed-Income Midyear Outlook: Surfing Lessons
Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities.
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White papers
Relative Value & Tactical Asset Allocation: Q3 2023
As most central banks are nearing the end of the hiking cycle, JP Morgan’s Global Manufacturing PMI Index remained at a level consistent with a contraction. It was the ninth consecutive month below the neutral level of 50.
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White papers
Three Reasons Why the Fixed Income Environment May Be Better Than You Think
While there are a number of risks creating volatility and unease across the market, there are also reasons to believe that today’s fixed income markets offer a range of compelling opportunities.
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Podcast
Three Opportunities in Private Equity & Real Assets
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and “real assets 2.0.”
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White papers
A Balancing Act: Fixed income playbook for 2H 2023
Many bond investors are looking for less volatility and more predictable returns. Five of Allspring’s fixed income leaders explain five key strategies they think bond investors should focus on going forward.
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White papers
Bond outlook: Fed pause leaves many paths to income potential
Bonds today provide a sensible option to the dilemma facing investors — what to do as markets ricochet between hopes of a soft landing and concerns of a recession? After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.
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Video
Opportunities in US high-yield credit
Shannon Ward, fixed income portfolio manager, discusses numerous factors she believes are creating a compelling opportunity in US high-yield bonds.
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White papers
A hawkish hold as the best outcome for asset prices
The Fed decided to leave the federal funds target rate unchanged, a hawkish hold that provides the flexibility to hike again if needed—or adopt a more dovish outlook should growth and inflation data warrant that approach.
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White papers
Decoding success in Fixed Income: The power of security selection
Franklin Templeton Fixed Income believes there will be no Fed rate cuts this year but global central banks must continue to be vigilant, and expects a short, shallow recession in the United States and the euro area. Fixed Income Views presents the team’s third-quarter 2023 outlook.
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White papers
Navigating Uncertainty 2.0 - Are bonds in the sweet spot?
Since the start of the year, the potential long term investment opportunity for fixed income has increased. Problems in the banking sector have raised the prospect that central banks will now pivot toward ensuring financial stability and either pause, or start cutting, rates. This increases the chances monetary policy could shift from a headwind for bond markets to overcome into a tailwind supporting results.
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White papers
Stubbornly high inflation sends bond yields higher
UK inflation fell by less than forecast in April, Wednesday’s data revealed, prompting expectations of further interest rate hikes, and pushing bond yields to their highest levels since October.
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Webinar
Fallen angels: unlocking price recovery potential
In our latest webinar, Ashton Parker and Anando Maitra, co-managers of LO Funds – Fallen Angels Recovery explored the attractive risk-adjusted return potential from fallen angel investing, throughout market cycles.
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White papers
Structured credit market outlook: Opportunity in volatility
Alcentra explores the current CLO market opportunity and why investors should consider exposure to this asset class today to take advantage of meaningful potential upside.
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White papers
Private credit: A diverse and versatile toolkit for investors
For over a decade, both corporate and consumer borrowers benefited from low-interest rates and a very low cost of capital – but this is changing as global economies continue to adjust to central bank interest rate hikes and an uncertain geopolitical backdrop.
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White papers
Fallen angels: spreading their wings
Corporate bond universes have been historically separated into investment-grade (IG) and high-yield (HY) credit ratings since the rise of the junk bond market during the high-yield boom of the 1980s. This boundary has resulted in persistent dislocations – exacerbated by passive investment based on these indices – including the performance of so-called fallen angels. They are bonds which have recently been downgraded to high-yield ratings.
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White papers
Actively exploiting potential in fallen angels
Fallen angels fall for a reason; understanding the reason through an active approach helps avoid bonds that are likely to suffer from further downgrades and detract from performance. We delve into why credit analysis is key and illustrate our approach with two case studies.
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White papers
Taking a Time Out? The High Price of Idle Cash
Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here are three reasons why sitting on the sidelines can be a dangerous game.