Webinar replay: Fixed Income: With pressure from rising government bond yields, where can value be found in credit markets?
With economies starting to recover and inflationary pressures growing, recent months have inflicted losses on investors in some areas of the bond markets. Credit spreads remain low and offer only a limited cushion from rising yields.
Against this backdrop, listen as Michael Joynson, Head of Market Insights, and fund managers Michael Matthews, Rhys Davies and Thomas Moore discuss their views on the backdrop for fixed income markets, whether inflation is a concern for them, likely responses from central banks, their views on duration and how they can manage against a backdrop of rising yields.
Turning to credit markets, they cover where they are finding value, what level of credit risk they are willing to take, the default environment and how they consider issuers from an ESG standpoint.
Investment risks
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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.
Important information
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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.
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.
