High yield bonds: volatility is opportunity
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Adam Darling discusses why credit selection is crucial in the current environment as a potential recession could disrupt the asset class.
Higher Inflation and the dilemma for central banks
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Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.
UK stocks: the road ahead hinges on politics
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Ed Meier analyses what the macro environment and politics mean for investments in the UK
What central banks are saying about gold
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Ned Naylor-Leyland says investors should pay attention to the views of central bankers on gold, especially since the yellow metal is nearing an inflection point.
Inflation in Japan: threat or opportunity?
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Dan Carter and Mitesh Patel examine a surprising move from the Bank of Japan – was it a mistake, and what consequences might it have for the Japanese equity market?
Time for generating alpha
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Alejandro Arevalo, Alejandro Di Bernardo, Reza Karim and Xuchen Zhang say emerging markets debt could offer a positive environment over the next six to twelve months, with alpha generation hinging on credit selection.
Strong tailwinds
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Adam Darling and Harry Richards say investors have a once in a generation opportunity to lock in high yields in the investment grade corporate bond market.
The twin risks facing bond investors
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Hilary Blandy describes how fixed income markets must weigh up competing risks on rates and inflation. Amid this uncertainty, however, bond investors are paid to wait.
Global Sovereigns: Best entry point in a decade?
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Vikram Aggarwal discusses the remarkable rebound in sovereign bond yields, opportunities and risks in the asset class and macro outlook.
Staying active and selective in global high yield bonds
![Staying active and selective in global high yield bonds](https://www.jupiteram.com/uploads/2023/08/e512869d9cd3aad01cbafde21998dba4/jup-0765-staying-active-web-tile-500x300px.jpg)
Adam Darling discusses yield trends in high yield bonds and why credit selection is so important.