Fixed income

  • Outlook 2015: US Multi-Sector Fixed Income

    Outlook 2015: US Multi-Sector Fixed IncomeNEW

    There will be significant focus on the Federal Reserve in 2015, but investors must ensure that this doesn't blind them to the opportunities across the fixed income market.

    • Andy Chorlton, Head of US Multi-Sector Fixed Income
    • 17 Dec 2014
  • What will it take to end Russia's currency crisis?

    What will it take to end Russia's currency crisis?

    Russia is in a full-blown currency crisis, and currency crises end when either the central bank overreacts with overwhelming policy steps to support the currency or the underlying source of stress ends.

    • Alexander Moseley, Senior Portfolio Manager, Emerging Markets Debt Relative
    • 16 Dec 2014
  • When will the tide turn for emerging market debt?

    When will the tide turn for emerging market debt?

    For the first time in years, real value is opening up in emerging market debt assets.

  • Outlook 2015: Asian bonds

    Outlook 2015: Asian bonds

    Not too hot and not too cold. ‘Goldilocks growth’ looks set to drive Asian bonds and currencies.

  • Outlook 2015: Convertible bonds

    Outlook 2015: Convertible bonds

    The equity market is likely to be the main driver of convertibles in 2015, when diligent research will once again be crucial.

  • Outlook 2015: UK corporate bonds

    Outlook 2015: UK corporate bonds

    UK corporate bonds could offer a good source of returns for 2015, provided investors are looking in the right places.

  • Outlook 2015: Multi-Manager

    Outlook 2015: Multi-Manager

    Investors need to prepare for lower returns in the next few years, with a focus on capital preservation appearing prudent in the current environment.

  • Outlook 2015: Emerging markets debt (relative)

    Outlook 2015: Emerging markets debt (relative)

    Although the asset management industry treats emerging markets as a single entity, those countries that comprise the grouping continue to move in different directions, a trend that is almost sure to define 2015.

  • Outlook 2015: Global Bonds

    Outlook 2015: Global Bonds

    With volatility in bond markets likely to continue its comeback in 2015, opportunities for fixed income investors will emerge.

    • Bob Jolly, Head of Global Macro
    • 18 Nov 2014
  • How close are we to the end of the credit cycle?

    How close are we to the end of the credit cycle?

    With corporate bonds likely to offer little more than their coupon return, is it time to short the asset class?