Bonds

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Fixed Income

11JAN 2019

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

Multi-Asset

07JAN 2019

2018

DECEMBER

18DEC 2018

Fixed Income

Outlook 2019: Asian bonds

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.

16DEC 2018

Fixed Income

Outlook 2019: Global convertibles

Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.

13DEC 2018

Fixed Income

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

11DEC 2018

Equities

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

05DEC 2018

Fixed Income

Outlook 2019: Global bonds

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.

NOVEMBER

26NOV 2018

Economic Views

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

01NOV 2018

Fixed Income

Less can be more: How to improve financial reporting

The recent debate on the usefulness of quarterly reporting in the US misses the point.