A common theme in 2024 has been ongoing demand for corporate bonds. As to be expected, institutional investors have favoured higher quality investment grade bonds, but demand for sub-investment grade (high yield) and private credit has also been strong.
The saying that all good things must come to an end is a bittersweet reflection of reality.
Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed.
This month Gopi Karunakaran caught up with Hans Lee from Livewire Markets for a deep dive into the world of Relative Value investing.
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.
Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead.
Within Fixed income, there are two well-known levers, duration and credit. In addition, there is also a lesser known third lever, Pure Relative Value investing. This third lever provides compelling diversification benefits when blended with duration and credit.
In this episode of ESG in 10, Charlotte O’Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown.
Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR.
March was eventful in markets. The collapse of SVB, forced merger between Credit Suisse and UBS and pressure on other banks was a major shock for investors.
