EINBLICKE

Is there a way of accessing the attractive yield of global investment grade credit with lower volatility? This is a question that Insight Investment increasingly hears from risk-constrained investors as cash rates fall.

Despite elevated volatility and low spreads, attractive yields and strong inflows are supporting Europe’s corporate bonds, writes Insight Investment portfolio manager Fabien Collado. Here he outlines some of the opportunities and key market sectors offering investors the potential for diversification and selective value.

Fixed Income gilt seit langem als Instrument zur Kapitalerhaltung, zur Absicherung von Verbindlichkeiten und zur vorhersehbaren Ertragsströme. In einer Zeit hoher absoluter Renditen und steilerer Renditekurven ist Insight Investment jedoch der Ansicht, dass die Anlageklasse einen neuen Blick verdient. In einem neuen Bericht argumentiert Insight, dass festverzinsliche Wertpapiere nicht nur zur Verteidigung dienen, sondern auch ein echter Motor für langfristiges Kapitalwachstum.

Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.

In this video, Insight Investment portfolio manager Fabien Collado outlines four sectors in the European credit market where he sees attractive value opportunities.

In this video, Insight Investment portfolio manager Fabien Collado assesses the euro corporate bond market, arguing why he believes it is in a ‘good place’.

In this video, Walter Scott client investment manager George Dent argues that despite their growing popularity, stablecoins are not likely to usurp traditional payment methods such as credit cards soon – especially when it comes to everyday retail payments.