Credit

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Economics

18MAR 2019

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

Economics

05DEC 2018

2018

JUNE

12JUN 2018

Economics

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

MARCH

20MAR 2018

Economics

Themes we are watching in global credit

The scope of the global corporate bond universe can be a daunting prospect; identifying key investment themes is one way to navigate this landscape and make good investment decisions.

FEBRUARY

13FEB 2018

Economics

How rising interest rates have affected returns from bonds

Schroders research, covering four decades of data, shows how different types of bond have performed when rates were rising.

JANUARY

17JAN 2018

Economics

Corporate bonds: eight questions answered

We look at what corporate bonds are and the pros and cons of owning them in a balanced portfolio.

2017

DECEMBER

13DEC 2017

Economics

Outlook 2018: Global high yield

Solid credit fundamentals, a moderate uptick in global economic growth with limited inflationary pressure and a favourable supply-demand balance all point to another good year for high yield bonds.

11DEC 2017

Economics

Outlook 2018: Global corporate bonds

Global corporate bond valuations are elevated and insufficient to compensate for risk, but there will continue to be selective opportunities to take high conviction positions.

06DEC 2017

Economics

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.