High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Stay up to date on the latest thoughts from our Currency Management Group.
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
Approaches to fixed income investing - flexible versus conventional?
Another week of dovish central bank rhetoric suggests that rate cuts are a near certainty in the US and Europe. Will easier monetary policy fulfil its objective of preventing recession, and what will be the implications for currency markets?
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Despite the recent resurgence of growth worries, we maintain the view we expressed in February that Chinese growth will accelerate this year. This should be supportive for fixed income risk assets, especially if higher growth feeds through to other region
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?