From Flavio Carpenzano, Haran Karunakaran, and Manusha Samaraweera, Investment Directors at Capital Group.
Key takeaways
• Fixed income markets could offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle.
• The role of fixed income in portfolios is back. Bonds now offer attractive levels of income...
The fixed income universe incorporates an incredibly diverse range of strategies and approaches designed to deliver alpha returns. Very few target the sector’s ‘Fallen Angel’ bonds that have fallen out of favor and dropped from investment grade to sub-investment grade.
Global fixed income and risk management specialists Insight Investment has...
Over the last three months Fixed Income News Australia, in conjunction with Franklin Templeton, have a presented a series of podcasts talking to some of the country’s top fund managers about how they manage their portfolios. The podcasts provide a wealth of information, but here is a summary of...
Andrew Lockhart, Managing Partner, Metrics Credit Partners, presents an outlook for business credit in the next 12 months and the role it plays in a portfolio.
Like other areas of the economy, business credit will feel the weight of monetary policy tightening in 2023 as official interest rates rise to...
