Viewpoints

High yield has faced a multitude of challenges this year, but we believe there is still value on offer across both high yield bonds and loans—including in less conventional places.

Could the market be wrong on inflation? Is China more of a drag on the global economy than commonly perceived? And how can investors navigate this extremely difficult macro backdrop? Ricardo Adrogue answers these questions and more in the latest episode of Streaming Income.

In the race toward net zero, the ‘cost of carbon’ may continue to affect company valuations. Understanding this potential impact is critical to identifying those businesses that are best-positioned for long-term outperformance.

In this Q&A, Ian Fowler discusses the benefits diversification and warns against an over-reliance on upper mid-market deals.

Against a backdrop of decades-high inflation and rising rates, real estate debt is worth considering—especially given the potential for attractive returns, duration risk mitigation, and diversification.

Investors are back at their desks and volatility has returned with them. How can they navigate an environment characterized by rising rates and decades-high inflation? Scott Roth and Adrienne Butler answer this question and more in the latest episode of Streaming Income.

SooHai Lim discusses which themes are shaping performance, and creating potential opportunities, across Asian equities today.

Nicola Lai discusses how, despite the challenges facing Hong Kong-China equities, potential opportunities are emerging in the asset class.

Clive Burstow, Head of Global Resources, discusses why resources companies are part of the solution, rather than the problem, in the transition to a cleaner world.