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?
Aggressive monetary tightening has ushered in a late cycle environment for credit
There are signs of problems for the asset class
The high-yield strategy has a portfolio target of net zero by 2050
Sponsored by Wellington Management
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double
Strategic bond managers looking like a safe bet amid Omicron and inflationary unknowns
‘A second leg-down in the market can’t be ruled out’
Five investors mull the events shaping portfolios over the past week
FCA had singled out bonds in recent concerns over liquidity mismatch in daily dealing funds
Negative yields on gilts prompts investors to look elsewhere in fixed income
UBS secures distribution deal on Mitch Reznick and Fraser Lundie impact fund