Market insights
Swiss franc bonds: Back in the spotlight by virtue of higher interest rates
Thomas Fischli Rutz,
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 EUR or USD bonds.
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Convertible Bonds at 30: Strategic or tactical? Both!
Ivan Nikolov,
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 asset management world can yield superior results without losing any of its advantages.
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High-yield market: capitalising on valuation advantages in Europe
Axel Potthof,
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 us grounds for optimism for the remainder of the year.
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Interest rate turnaround ahead: promising corporate bonds
Oliver Reinhard,
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.
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Bright prospects for the high yield market in 2024
Gerrit Bahlo,
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 well as credit spreads bode well for attractive total returns.
Read more Bright prospects for the high yield market in 2024