Credit Investments in a Total Portfolio Context Asset Owners, Fixed Income & Credit, Opinion Craig Dandurand introduces four lenses through which one can view credit in a total portfolio framework Read More
Tiptoeing Back into EM Debt Emerging Markets, Fixed Income & Credit The year 2023 is shaping up to be a more positive year for emerging market debt and Capital Group’s Harry Phinney has cautiously increased allocations to several of the market’s regions. Read More
Real Estate Moves Away from Dysfunction Fixed Income & Credit, Real Estate Whereas 2022 was a year where the real estate debt market bordered on dysfunction, Heitman’s David Maki is optimistic that 2023 will be a more balanced year. Read More
Climate, Biodiversity and Fixed Income ESG, Fixed Income & Credit Fixed income investors have the ability to be more granular in their approach to sustainable investing than equity investors. We talk to Tom Lyons of Allspring about how this can be implemented in relation to not only climate change, but also biodiversity Read More
Emerging Market Debt: Investable Amidst Volatility? Emerging Markets, Fixed Income & Credit, Webinars The Russia-Ukraine conflict, a spike in commodity prices and rising global inflation have raised fresh questions about the outlook for emerging market (EM) debt. Against this backdrop, it is no surprise that the asset class has been under pressure. But are we at a point of maximum pessimism, where much of the risk is priced in? Read More
EM Near End of Hiking Cycle Emerging Markets, Fixed Income & Credit Many emerging markets have not embraced the transitory inflation narrative and as a result find themselves at or near the end of their hiking cycles, leaving fixed income investors with plenty of opportunities, Capital Group says. Read More
Decarbonisation Could Produce Unexpected Risks ESG, Fixed Income & Credit True decarbonisation is a complex process and involves many different drivers that can introduce unintended risks to the portfolio. Abrdn’s Sam Grantham gives a few insights into what can go wrong in a fixed income portfolio. Read More
Bonds are Back Asset Owners, Chief Investment Officers, Fixed Income & Credit, Private Wealth Crestone Wealth Management’s Scott Haslem says it is time to rebalance fixed income allocations back to their long-term strategic weights, as bonds have a role to play again in protecting against a potential recession. Read More
Growth or Inflation? That’s The Question Economics, ESG, Fixed Income & Credit As central banks continue to raise rates, fixed income investors need to make a decision: do they prepare their portfolios for further growth or higher inflation? We speak with Allspring’s Henrietta Pacquement and Thomas Lyons about fixed income in the current environment, the energy transition and the geopolitical turmoil. Read More
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