After a positive first half of the year, high-yield bonds still offer high yields and therefore an effective buffer in case of widening spreads. We consider the relatively high valuations to be jus...
Investment-grade corporate bonds should be able to withstand an economic slowdown well. They therefore still appear attractive in a scenario of falling inflation and corresponding interest rate cut...
Brazil, Chile, Argentina: Three countries with very different challenges, but each of them each offers exciting opportunities. EM Portfolio Manager Tanja Kusterer spent 6 weeks in Latin America to...
The Swiss bond market is becoming more attractive again from a yield perspective. Taking into account the current hedging costs, interest rates on Swiss franc bonds are even higher than those on EU...
The traditional 60/40 allocation between equities and bonds remains widely popular. However, with a few tweaks, namely adding a moderate allocation to convertible bonds, this trusty staple of the a...
Even after the impressive rally of recent months, investors can still secure very attractive yields with high-yield bonds. Positive corporate results, solid fundamentals and low default rates give...
The outlook for corporate bonds for the rest of the year is better than it has been for a long time. This applies to all three sub-categories: Investment Grade, High Yield and Emerging Markets.
There is much in favour of high yield bonds in 2024: solid fundamentals and a positive market environment suggest interesting investment opportunities, while relatively high yields to maturity as w...
Our CIO and our portfolio management teams present their macro environment and asset class outlooks for 2024.
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