Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
We take a closer look at how asset-backed securities can be used as a defensive asset for those seeking stable income in today’s investment environment.
Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent of large companies with stable earnings and defensive characteristics.
Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.
We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.
The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.
The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.