What are the risk and return considerations when it comes to private credit?
Where should core or core plus portfolios look to find value?
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
With data coming in much stronger in the US than in the rest of the developed markets, does recent spread widening for US high yield present an entry point?
Mounting political tensions in Europe have been negative for risk assets in October, particularly equities. European credit has so far escaped relatively unscathed, but how long can this resilience persist?
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?
2018 has been a challenging year for market returns across the board. What has driven the uncertainty, and will volatility persist in 2019?
The first half of the year has thrown up unexpected challenges for fixed income investors, and returns have been poor. But with much of the bad news priced in, might the second half bring opportunities?