Market insights
European high yield bonds: It is always darkest before the dawn
The high yield segment should provide solid returns for investors in the next 12 months, with low bond prices providing a valuable entry point.
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Harnessing the deglobalisation theme with emerging markets bonds
Tanja Kusterer,
The drawbacks of globalisation are prompting companies to bring their production closer to customers again, while countries are seeking to become less dependent on expensive energy imports. This creates opportunities for investors.
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Fixed Income: a compelling alternative to equities
We are seeing a number of attractive opportunities within high-quality corporate bonds after this year’s significant correction. Here, in contrast to equities, for example, the worst is likely already over.
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High-yield market: The US is more attractive than Europe, despite more expensive valuations
Fundamentally, high-yield issuers are in a solid position and could well live with a potential moderate recession. The substantial correction we have seen so far in 2022 would therefore constitute an interesting entry point for long-term investors.