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Global Fixed Income
Analysing the prospects for global bond markets.
Latest Thoughts

August 2022 / INVESTMENT INSIGHTS

China Property: The Endgame

China Property: The Endgame

China Property: The Endgame

Policymakers could aim to stabilize rather than reflate the sector.

By Sheldon Chan, Leonard Kwan & Anna Zhang

By Sheldon Chan, Leonard Kwan & Anna Zhang

August 2022 / INVESTMENT INSIGHTS

Economic Headwinds Are Proving Stronger Than Expected

Economic Headwinds Are Proving Stronger Than Expected

Economic Headwinds Are Proving Stronger...

The challenges facing the global economy will not abate soon.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

August 2022 / INVESTMENT INSIGHTS

High Yield Bonds Appear Well Positioned for a Recession

High Yield Bonds Appear Well Positioned for a Recession

High Yield Bonds Appear Well Positioned for...

The sector is in better health than prior to previous downturns.

By Michael Della Vedova & Stephen Marsh

By Michael Della Vedova & Stephen Marsh

August 2022 / INVESTMENT INSIGHTS

Value Has Returned to High Yield

Value Has Returned to High Yield

Value Has Returned to High Yield

Fundamentals are strong, and spreads are attractive.

By Michael Della Vedova & Stephen Marsh

By Michael Della Vedova & Stephen Marsh

June 2022 / INVESTMENT INSIGHTS

An attractive combination of risk and return.

By Sheldon Chan

Sheldon Chan Co-portfolio Manager, Asia Credit Bond Strategy

June 2022 / VIDEO

A Labor Demand and Supply Imbalance Challenges the Fed

A Labor Demand and Supply Imbalance Challenges the Fed

A Labor Demand and Supply Imbalance Challenges...

Labor demand has considerably outpaced supply, but the job market tightness can ease...

By Blerina Uruçi

Blerina Uruçi US Economist

Fixed Income
RELATED FUND
SICAV
Class A
ISIN LU1216622560
A concentrated, high-income portfolio of primarily global high yield corporate bond opportunities supported by stringent risk management. View More...
RELATED FUND
SICAV
Class I
ISIN LU0133095660
Risk-aware investing, exploiting inefficiencies in global bond markets. View More...

July 2022 / INVESTMENT INSIGHTS

Reports of the Death of EM Debt Are Exaggerated

Reports of the Death of EM Debt Are Exaggerated

Reports of the Death of EM Debt Are Exaggerated

Spreads are attractive compared with other asset classes.

By Samy Muaddi & Benjamin Robins

By Samy Muaddi & Benjamin Robins

May 2022 / INVESTMENT INSIGHTS

No, We Are Not About to Return to 1970s-Style Inflation

No, We Are Not About to Return to 1970s-Style Inflation

No, We Are Not About to Return to 1970s-Style...

Today’s central banks are willing and able to tackle the problem.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

May 2022 / INVESTMENT INSIGHTS

The Russia-Ukraine War Will Bring Europe to the Brink

The Russia-Ukraine War Will Bring Europe to the Brink

The Russia-Ukraine War Will Bring Europe...

Mitigating factors may still prevent it, however.

By Tomasz Wieladek

Tomasz Wieladek International Economist