INSIGHTS

Having the freedom to access credit markets on a worldwide scale offers ample opportunities for active managers to target diversified investment opportunities with an eye to achieving outperformance and building resilience over time. This strengthens the case for incorporating an active approach to global credit within an investor’s portfolio.

In an ever-shifting financial landscape, the ability to remain agile and informed is essential for lasting investment success. Drawing on decades of experience and a globally integrated approach, we have honed a disciplined credit strategy that thrives not just in stable times, but also amid market turbulence. This article explores how our commitment to process, regional expertise, and proactive risk management empowers to uncover value where others might see only volatility—turning uncertainty into opportunity in the global credit markets.

Newton senior global income portfolio manager, Jon Bell, considers the role of an equity income strategy in the current macroeconomic and market environment.

At BNY Investments, we believe global credit is endowed with a number of favourable qualities, compared to other financial asset classes. It includes thousands of issuers with good credit quality, diversity and depth in the investable universe, and yield with the potential for income streams relative to history. In our view, these features create a compelling case for considering a core global credit allocation. Let’s look at them in turn.

In this video, Insight Investment senior portfolio manager Damien Hill discusses why he thinks active management is vital to capturing opportunities in shifting credit markets.

In this video, Insight Investment senior portfolio manager Damien Hill outlines the team’s view on credit spreads and how this is influencing portfolios.

In this video, Walter Scott client investment manager Murdo MacLean talks about US nuts and bolts and safety equipment supplier, Fastenal. What makes this 58-year-old company stand out?

In this video, Insight Investment senior portfolio manager Damien Hill talks about credit positioning amid heightened volatility and tariff turmoil.

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.

In this update video, Newton co-head of the Real Return team Andy Warwick reflects on the strategy's past year and shares his outlook on asset classes and the global economy.