Our Buy and Maintain credit strategies aim to deliver a sustainable stream of income over a long investment horizon to match cashflow requirements of insurers, defined benefit pensions schemes and other institutional investors.
Viewed featured strategyCombined years experience of portfolio managers of our Buy and Maintain credit strategies
Analysts in the public credit research team
Over 85% of the global investment grade corporate bond market covered, based on value
Our Buy and Maintain strategies focus on capturing the credit risk premium from investment grade issuers through well-diversified portfolios that span across a range of geographies, sectors, and issuers, while aiming to avoid defaults and minimising turnover.
The team invest in high-quality corporate bonds on a hold to maturity basis to enhance yield compared to cash or government bonds whilst targeting a fixed cashflow profile. To mitigate risk concentration we apply limits to ensure that our clients are not overexposed at the issuer, sector or geographic levels.
Our global credit research team is aligned to the objectives of our Buy and Maintain portfolios. Every bond in the portfolio is fully underwritten on its issuer’s creditworthiness by an experienced credit research analyst to seek to minimise the risk of defaults. We also fully integrate sustainability considerations into the research process. This has included the adoption of SFDR Article 81 standards and a proprietary net zero protocol.
Our strategies are highly diversified in structure with continuous monitoring of credit fundamentals to proactively get ahead of potential risks.
Fixed Income: The argument for bonds is the strongest it has been in years
We believe the case for investing in bonds is the strongest it has been since the GFC. Invesco’s experts from across Fixed Income teams and asset classes share their views on the outlook and opportunities.
Monthly fixed income ETF update
Bond markets generally struggled in October as the market reevaluated the interest rate outlook, following a strong rally leading up to the Federal Reserve’s first rate cut. Read our latest thoughts on how fixed income markets performed during the month and what we think you should be looking out for in the near term.
Emerging market local debt | Monthly macro insights
Catch up on monthly fixed income insights from our emerging market local debt team.
Global Fixed Income Strategy Monthly Report
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
Why Bank Loans for insurance companies?
Discover why senior secured loans offer insurers high income, low risk, and strong fundamentals. Improving returns and reducing capital charges.
1 Under the Sustainable Finance Disclosure Regulation, Article 8 funds are defined as those which promote environmental and/or social characteristics.
For complete information on risks, refer to the legal documents.
The value of investments and any income will fluctuate (this may partly be the result of exchange-rate fluctuations) and investors may not get back the full amount invested. Debt instruments are exposed to credit risk which is the ability of the borrower to repay the interest and capital on the redemption date. The strategy will invest in derivatives (complex instruments) which will result in leverage and may result in large fluctuations in value. Investments in debt instruments which are of lower credit quality may result in large fluctuations in value. Changes in interest rates will result in fluctuations in value.
Data as at 31 January 2024, unless otherwise stated. This is marketing material and not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
EMEA 3850517
