All High Yield articles – Page 8
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White papers
Treasury yields fall as the Fed hikes once more
U.S. Treasury yields fell last week. The November U.S. CPI report showed a smaller-than-expected monthly increase. The U.S. Federal Reserve delivered a 50 bps hike as expected, but also included hawkish economic projections that called into question the future of monetary policy.
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White papers
Climate Change High Yield Credit Annual Report, 2022
Launched in September 2021, the Federated Hermes Climate Change High Yield strategy aims to outperform the global high yield market by investing with conviction in companies that have strong fundamentals and which demonstrate the potential to decarbonise and transition to a low-carbon world.
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White papers
Global Investment Outlook: Finding opportunities in 2023 after a (un)forgettable market year
In this Global Investment Outlook, our investment teams offer their perspectives and, most importantly, their key investment opportunities for 2023. The silver lining from 2022’s difficult markets appears to be an improved potential for long-term returns, and the return of diversification within multi-asset portfolios.
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Blog
Credit Selection Supports the Allure of European Loans
The fourth post in a series on European high yield culminates with our views on how the asset class may perform under certain scenarios.
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White papers
2023 US high yield credit outlook: Movement toward higher quality in corporate bonds
High-yield (HY) corporates are likely positioned to withstand potential headwinds and may deliver attractive forward returns to long-term investors, according to Franklin Templeton Fixed Income.
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White papers
An Emerging Opportunity
If you are one of the many investors looking positively at high yield bonds, you might want to consider emerging markets debt, too.
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White papers
A reset for European real estate is underway
2023 could be a golden vintage for property investors
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White papers
Three things to watch in European high yield fixed income
European high yield bonds are warranting a closer look by investors given the significant re-pricing of fixed income markets during 2022.
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White papers
Fixed Income Perspectives - October 2022
Quarterly macro and market insights from Capital Group’s fixed income team
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White papers
The pursuit of consistent income streams
Generating income is a key role of fixed income. For investors, the durability of income streams becomes more important amid heightened volatility in both equity and bond markets.
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White papers
Unearthing opportunities in Asian credit markets
2022 has been a challenging year for fixed income, with global investment grade bonds down 14% over the past 12 months. Investment grade corporate bonds in Asia have outpaced US and global bonds, mainly due to their shorter duration.
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Blog
European High Yield—Planning for Yields to Peak Soon
In the first of a series of European high yield posts, we assess the sector’s compelling characteristics and compare them to our expectations for monetary policy and inflation.
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Blog
European High Yield in the Era of Inflation
In our third post on the opportunities in European high yield, we place this year’s jump in yields in the context of our expectations for inflation to peak soon and decline thereafter.
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Blog
Benign Defaults to Buoy European High Yield
The second post in a series on European high yield demonstrates that default concerns and forecasts require context regarding the macro backdrop and how these projections are constructed.
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White papers
High Yield: Value on Offer, But Stormy Seas Ahead
While there are signs that volatility will likely continue in high yield through the coming months, this environment, ultimately, may prove to be a significant opportunity for value creation.
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White papers
SDG Engagement High Yield Credit
In our latest report we examine how the team has made progress towards creating genuine, real-world change through its engagement with portfolio companies.
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White papers
A High-Yielding Haven
As an ever-more-aggressive rate-hiking cycle rocks the financial markets, might corporate credit offer a space that is both remunerative and relatively calm?
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White papers
Portfolio construction themes in these times of inflation
Investors seeking to put this bear market behind them aren’t out of the woods yet. Hopes that inflation might peak quickly, that the U.S. Federal Reserve would pivot, and that the global economy could emerge unscathed — all have diminished.
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White papers
Rising yields put bond markets back on a road to normal
Rising inflation and slowing global growth are two dominant themes casting a pall over the current market environment. With increasing geopolitical uncertainty, tightening monetary policy, supply chain challenges and higher commodity prices at play, a period of global stagflation could potentially be on the horizon.
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Podcast
High Yield: When Volatility Creates Opportunity
Investors are back at their desks and volatility has returned with them. How can they navigate an environment characterized by rising rates and decades-high inflation? Scott Roth and Adrienne Butler answer this question and more in the latest episode of Streaming Income.