Viewpoints

High Yield: Strong Tailwinds, But It May be a Bumpy Ride

High yield has a number of supportive tailwinds at its back—from a more manageable default picture and less exposure to potentially rising rates to investors’ continued demand for yield. But uncertainties remain, suggesting a potentially bumpy path to recovery.

Conversations - 9 min read

2021 Outlook: The Uneven Recovery

The recovery in many ways looks real and durable—but it also looks uneven and, in some cases, quite unpredictable. In this discussion, investment professionals from the public and private markets discuss where they expect to see risks and opportunities in the year ahead.

Structural Trends Supporting Asian Equities

There are a number of supportive structural trends shaping the opportunity in Asian equities, many of which—perhaps counterintuitively—have been amplified by the pandemic and U.S.-China trade tensions.

Insights - 6 min read

High Yield: Halfway There?

The shock was the story in the first quarter, the stimulus was the story in the second—but we’re decidedly not yet in the post-COVID era, and the path to economic recovery remains unclear. What does that mean for high yield?

EMD: A Strong Tailwind, But Risks on the Horizon

Segments of the EM debt market have been bright spots in fixed income this year. Will EMs outperform DMs in the months ahead—or are the risks too great? It may come down to country and credit selection.

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High Yield: Near-Term Risks & Opportunities

From COVID to trade tensions to the U.S. presidential election, there are a number of risks on the horizon. But opportunities continue to emerge, particularly in higher-rated credits and senior secured bonds.

ASEAN: Where Positive Demographics Meet Supportive Secular Trends

Recent market volatility has created what we view as an attractive opportunity in ASEAN equities—particularly to tap into selective structural growth stories at compelling valuations.

Insights - 8 min read

Hong Kong-China Equities: Accelerating Areas of Opportunity

As COVID-19 slowly loosens its grip on China, it has become clear that many of the long-term structural trends shaping the markets remain intact or have even accelerated—creating investment opportunities in Hong Kong-China equities.

Insights - 5 min read

Hong Kong China Equity Strategy - Investment Themes (Part 2)

While the COVID-19 crisis has certainly disrupted some longer-term growth trajectories in China, it has also accelerated a number of secular trends, giving rise to attractive opportunities for investors with long-term time horizons.

Webinar - 3 min watch

Hong Kong China Equity Strategy - Investment Themes (Part 1)

Webinar - 3 min watch

High Yield: Liquidity Abounds, But What Lies Ahead?

Ample liquidity from central banks has driven a significant recovery across markets, including high yield. But with much uncertainty still ahead, we see benefits to moving up the capital structure and considering secured assets.

EMD: Further Room to Run?

Emerging markets debt rallied strongly in the second quarter—and while risks remain ever-present, the asset class may benefit from continued monetary stimulus and the potential for a sharper economic bounce-back in the second half of the year.

Short View - 3 min read

Four Benefits of Senior Secured Bonds in an Uncertain Environment

Times of volatility can also yield opportunity if navigated carefully—and in the event of widespread defaults, senior secured bonds can offer some particularly compelling benefits.

High Yield: Finding Value in a Landscape Rife with Risk

Concerns surrounding COVID-19, lower oil prices and a global recession have weighed heavily on markets—including global high yield bonds and leveraged loans. While value opportunities are emerging, the landscape is punctuated with risks that must be carefully navigated.

Insights - 8 min read

The EM Default Picture: More Nuanced Than Headlines Imply

The coronavirus pandemic is creating short-term and long-term challenges for emerging markets (EMs). But not all sovereign and corporate issuers can be painted with the same broad brush, and placing too much weight on overly dire forecasts may result in missed opportunities.

Insights - 7 min read