All High Yield articles – Page 9
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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.
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White papers
The sleeping giant: Unlocking sustainable finance
Many banks are failing to realise their impact potential, thus missing out on commercial opportunity in the real economy
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Video
Is Now the Time to Buy Loans?
Chris Sawyer, Head of European High Yield, provides an overview of the current conditions in the global loan market and explains why now may prove to be a particularly attractive time to deploy capital into the asset class.
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White papers
High Yield: When Technicals Create Opportunity
Challenging technical conditions have caused high yield spreads to widen beyond what fundamentals would suggest, potentially setting the stage for strong performance in loans and senior secured bonds, in particular.
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White papers
A safe haven in a time of uncertainty
Royal London Asset Management (RLAM) has partnered with Fundrock distribution S.A, who will distribute RLAM’s products and services in the EEA. This follows the United Kingdom’s withdrawal from the European Union and ending of the subsequent transition period, as UK Financial Services firms, including RLAM, can no longer passport their business into the EEA.
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White papers
The Two-Way Market Persists
In a webinar a few weeks back, my colleagues, Joe Amato and Erik Knutzen, and I sought to size up the market environment of ongoing volatility and selloffs, pressure from the Federal Reserve, and fears about inflation and growth.
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White papers
Federated Hermes Climate Change High Yield Credit strategy, interim report 2022
In this inaugural report, we delve into what makes the Federated Hermes Climate Change High Yield Credit strategy unique. As well as introducing our process and team, the report provides an overview of our proprietary Climate Change Impact (CCI) score, complete with portfolio examples to illustrate the scoring system in practice.