Four views: Will credit markets be stronger for longer?
Portfolio Adviser asks experts if 2025 is going to be another good year for credit markets or if the positive momentum has largely played out
High Yield
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Wellington: Why scepticism is vital in the overexuberant high-yield market
Excitement around AI is forming a potential bubble that could do permanent damage to investor’s capital, writes Konstantin Leidman
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Artemis hires high yield analyst
Papadopoulos joins from Bank of America
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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RBC BlueBay head of European high yield Justin Jewell exits
Sid Chhabra, managing director, head of securitised credit and CLO management, will take up Jewell’s responsibilities
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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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Barings: Glimmers of optimism in EM debt, but risks remain
Opportunities are plentiful in emerging markets this year, but investors should exercise caution, writes Dr Ricardo Adrogue
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Fund manager profile: Man GLG’s Mike Scott on riding high in high yield
The manager of the Man GLG High Yield Opportunities fund on how he’s built a track record of delivering stable performance in the volatility prone high-yield sector
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Are high yield investors in for a bumpy ride?
High yield bonds had a strong 2023 but the cracks are starting to show, writes FundCalibre’s Darius McDermott
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High yield maturity wall: Should investors be concerned?
Speculative-grade debt is accounting for a growing share of upcoming maturities, expected to rise four-fold by 2028
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Are income investors turning a blind eye to the world’s dividend powerhouse?
Money continues to flow out of the UK equity income sector, yet dividend growth is on the up
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Canada Life’s Sriharan: The rules of engagement on asset allocation have changed
Multi asset manager discusses defensive plays, generating long term alpha, and fixed income allocation