Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
Invesco’s Man also says that he prefers high-quality investment grade over high yield at the moment.
Fixed income portfolios should assess different risk scenarios to inform investment decisions for corporate bonds, says Schroders.
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
Sheldon Chan also details the reasons for the fund’s outperformance so far this year.
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
The fixed income sector took a turn for the worse in 2022.