T.Rowe Price argue investors need to look beyond the ‘green’ label for companies making ESG advances as vanilla, non‑labelled bonds can have a greater impact at both societal and financial levels. Further, investors can earn higher returns by investing in vanilla bonds.
Environmental, social and governance (ESG) considerations have become...
Key takeaways:
Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets.
Fixed income provides highly efficient returns per unit of risk.
Fixed income is an effective tool to manage drawdown risk.
A passive manager cannot express duration, curve, sector or security...
By Alan Siow, co-head of emerging market corporate debt, Ninety One
The new regime
The shift to a new macroeconomic regime is among factors that have redrawn the fixed income investment landscape in the past few years. Major economies like the US are only just getting to grips with inflation –...
