Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
‘We are thankful for levels of quite predictable returns that we haven’t been able to enjoy for a long time’
Pre-tax profits and dividends also hit highs in 2022/23
First launch since Toby Vaughan was appointed CIO
British companies could find themselves a whole lot more popular if investors take a closer look at fundamentals
Emma Moriarty and Stuart Chilvers talk about the role of corporate bonds in portfolios
Multi-asset manager and head of fixed income at Credo, Rupert Silver, shares his recent asset allocation changes
Top performers and compelling newcomers in the spotlight
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
It will assess the sustainability profile of bonds with a duration of two and a half to three years
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic