30/06/2023 Insurance Insurance Fixed Income Outlook: transition to more liquid assets We look at how insurers have begun to adapt to the new market regime and suggest some avenues to explore on the asset side for the years to come.
21/02/2020 Fixed Income & FX Global high yield outlook: Be confident, but not complacent Last year was a strong year for global bond markets, which were supported by the accommodative stance of the main central banks and strong investor demand....
2/08/2019 Fixed Income & FX Seek high yield opportunities, but be aware of liquidity conditions Speculative grade bonds have been among the major beneficiaries of the rapid turn of both Fed and ECB monetary policy stances to much more dovish positions....
25/02/2019 Fixed Income & FX How investors should deal with the liquidity dilemma The paradox of liquidity (it dries up when most needed) remains one of the key challenges for investors on the aftermath of the great financial crisis...
9/05/2018 Fixed Income & FX Rethinking fixed income investing when the easy money is coming to an end Core fixed income allocation, usually comprising high-quality government and corporate bonds, has played a relevant role in diversified portfolios over...