Globale Anleihen

With French snap elections and a lean to the right, June’s EU election continues to pique investor attention. We ask Chief Economist Reto Cueni and Head of Global and Swiss Bonds, Anna Holzgang, to explain the stories behind the headlines grabbing investor attention.

High yield markets entered the year at an attractive entry point and investors can enjoy the power of high carry with still solid credit fundamentals. Turning the page on a challenging 2022, the Global High Yield Bond team is hopeful 2023 will be a fortunate year for many things, especially income.

Portfoliomanager Christian Hantel entdeckte während des Lockdowns seine Leidenschaft fürs Gärtnern und erkannte dabei etliche Gemeinsamkeiten mit dem Anleihegeschäft. In dieser Ausgabe erklärt er anhand seiner Erfahrungen beim Bäumepflanzen, wie die Anleger auch in renditearmer Erde Erträge und Portfoliostabilität erreichen können.

As autumn approaches, Head of Corporate Bonds Mondher Bettaieb and Portfolio Manager Claudia Fontanive-Wyss believe developed market corporate credit is entering a sweet spot. In this Viewpoint, they explain why.

Rarely has there been so much uncertainty across global markets. Mark highlights some of the opportunities we are seeing in the credit markets, as well as some of our likes and dislikes in terms of sectors, and detail the strategy we believe fixed income investors could look to adopt going forward.

Global financial markets have been rocked by the COVID-19 pandemic. Listen to an investor call with Twenty Asset Management chief executive Mark Holman on how investors can protect themselves and where value opportunities could emerge.

Das Corona-Virus hat Schock-Wirkung für die Menschen und die Wirtschaft und erschüttert die Finanzmärkte. Trotz der Marktturbulenzen haben unsere auf globale und Schweizer Anleihen spezialisierten Portfoliomanager Anna Holzgang, Manfred Büchler und Jürg Bretscher in ihren Portfolios kaum Veränderungen vorgenommen. Weshalb? Lesen Sie weiter, um es zu erfahren.

Global financial markets have been rocked by the COVID-19 pandemic, with US stocks entering a bear market, government bond yields hitting record lows and credit spreads gapping wider. Mark Holman lays out three possible scenarios for the kind of recession we are heading for, and how markets might respond from here.