While global interest rates raced higher last year, 2023 has been characterised by a cooler economic environment as central bank tightening slows and rates stabilise. Invesco´s experts from their direct lending, bank loans and distressed credit teams share their views on what’s next, and what this means for private credit investors......
The turmoil in the banking sector which erupted in March sparked a degree of panic lasting into April. In this mid-year view, M&G ask: is the worst of the banking turmoil over, and how concerned should we be about any impact on the property market that may lie ahead?
The unfolding environment has never been better for an active manager in the sovereign bond space, argues Craig Inches of Royal London Asset Management. He sees several strategic and tactical opportunities persisting for several years and he outlines them here.........
Emerging markets debt hard currency offers unrivalled scale, compelling diversification and attractive return potential but myths pervade the asset class which detach perception from reality around defaults, leverage to the developed market cycle and ESG risks, argues Janus Henderson´s Thomas Haugaard.....
With a goal to generate decarbonization-related alpha, one manager seeks to find companies with the potential to be early adopters in the adjustment to a carbon-neutral reality. Thus generating the outperformance that can accrue to first movers.........
Alejandro Arevalo is seeing both fair value in absolute terms as well as relative value against US high yield being the the cheapest in half a decade....
Finding decarbonisation-related Alpha on the road to a carbon neutral future.....why emerging markets could be the place to look.....
With Asian markets remarkably resilient to short-term disruptions, the region’s long-term growth catalysts are coming into focus. How can investors maximize these post-pandemic opportunities?
Despite the coronavirus pandemic and ensuing global slowdown, 2020 was a watershed year for China in many ways. We look at how China is delivering on its long-term strategy and what opportunities this can provide for investors.....
Wellington´s Dáire Dunne provides a framework for incorporating climate-related themes into an EM portfolio.....
