Market insights

Following the market weakness of recent months, many high-yield bonds are trading below their nominal value again. This opens up opportunities for investors to achieve significant price appreciation, for example in the context of M&A transactions.

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The so-called frontier markets, including Uzbekistan, Paraguay and Vietnam, offer investors significantly higher return potential compared to traditional emerging markets.

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Brazilian equities and the local currency have performed remarkably well since the beginning of the year. Following an in-depth research trip across the country, we also see clear potential in selected corporate bonds.

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Gradual easing of covid restrictions in Southeast Asia and possibly even in China offers catch-up potential. So far, potential beneficiaries are still favourably valued.

Energy – renewables and fossil – as well as cyber security are key themes for us given the geopolitical shifts.