JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.

JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
Market observers reckon that given economic and demographic tailwinds, India’s asset management industry is poised for growth.
Arnaud Brillois, managing director at Lazard Asset Management, discusses why the dislocation in the convertible bond market has lasted so long.
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
Although developed markets shone in the first half, the second half of the year may be different.
Schroders’ Nils Rode favours a selective approach when it comes to investing in private markets.
PineBridge’s Hani Redha explains why fading momentum from China’s reopening is not a major concern.
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors.
The divergence in the performance of key markets has triggered macroeconomic uncertainty and an ‘Out of Sync’ theme, say analysts from HSBC AM.
The German asset manager’s global CIO also upgraded his outlook on US IG corporate bonds to outperform.
Part of the Mark Allen Group.