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Corporate Bonds

Fixed Income Boutique
2025-03-12_fixed-income-quarterly-your-overconfidence-is-your-weakness_teaser.jpg
Mar 12 2025 Fixed Income Quarterly

Fixed Income Quarterly: “Your overconfidence is your weakness.”

We remain cautiously optimistic about Fixed Income returns. Tail risks are elevated, which dampens our confidence in “risk on” markets. But alpha opportunities still await risk-aware, active investors. Those who try to predict the next major macro shift may find themselves echoing Luke Skywalker’s words, “your overconfidence is your weakness.”
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TwentyFour
This strange economic cycle is finally starting to look familiar
Jul 10 2024 TwentyFour Blog

This strange economic cycle is finally starting to look familiar

There is little disagreement among investors and economists that the last few years have been highly unusual in many respects. An inflationary shock in developed markets, one of the fastest rate hiking cycles on record, the worst year in decades for government bonds (2022), and mild recessions with no movement in unemployment are just a few of the dynamics that have strayed from recent norms.
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Fixed Income Boutique
2023-11-03_credit-quarterly-update_teaser.jpg
Nov 01 2023 Outlook

Flying High: Global Corporate Bond Outlook Q4

Consensus expectations are that we could be nearing the end of the rate-hiking cycle. What does this mean for fixed income investors and Global Investment Grade in particular, and how do these typically change at the inflection of rate cycles?
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Fixed Income Boutique
2023-09-26Theendsprintfor2023teaser
Sep 28 2023 Viewpoint

The end sprint for 2023: five reasons why investment grade bonds could deliver the extra edge

Short-term government bonds have enjoyed heightened levels of attention this year, but what will give fixed income investors that extra performance boost as the finish line for 2023 draws closer? Our Fixed Income Boutique’s corporate bond team shares five reasons why switching to actively managed investment grade bond funds could deliver that extra edge.
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Fixed Income Boutique
2023-06-15_central-banks-at-the-fork-in-the-road_teaser
Jun 14 2023 Viewpoint

Central banks at the fork in the road

As the US Federal Reserve meets this week, what should investors brace for? Our Head of Corporate Credit Mondher Bettaieb Loriot suggests Fed officials are likely to hit the pause button on rate hikes as inflation and growth keep trending down. Across the Atlantic, however, the European Central Bank might not be ready to apply the brakes just yet.
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Fixed Income Boutique
2023-03-07_the-eternal-return-corporate-bonds-spring-back-to-life_teaser
Apr 26 2023 Viewpoint

Ready for takeoff? Are corporate bonds set for a smooth climb?

After the “great repricing” of 2022, is corporate credit now ready for takeoff? Our corporate credit experts, Mondher Bettaieb Loriot and Christian Hantel, analyze the reasons behind the revival of high-grade corporate credit and explain why they remain optimistic about investment-grade markets in Europe and the US.
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Fixed Income Boutique
2023-01--25_fixed-income-boutique-outlook-2023_teaser
Jan 25 2023 Outlook

Fixed Income Boutique Outlook 2023: A smooth touchdown, or a bumpy landing?

2022 was a stormy year for bonds. As 2023 gets under way, our Fixed Income Boutique heads predict whether bonds are set for a smooth touchdown or a bumpy landing amid the continuing headwinds in the global economy.
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Fixed Income Boutique
2023-01-10_q1-euro-credit-outlook-2023_teaser
Jan 13 2023 Outlook

Euro Credit Outlook – Is investment grade the allocation of choice in 2023?

Traditional investment strategies unraveled in 2022 amid geopolitical and energy crises. As 2023 gets under way, these negative trends have started reversing, giving our Corporate Credit team comfort about the prospects for the European investment grade credit market in the months ahead.
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Fixed Income Boutique
2023-01-09_q1-global-credit-outlook-2023_teaser
Jan 09 2023 Outlook

2023 Global Credit Outlook – Our 10 most burning questions

Welcome to 2023! At the start of the new year, bonfire rituals across the globe celebrate the time for renewal. Our Global Corporate Bond team have evaluated perspectives for the market by asking themselves the ten most burning questions for the year ahead – and finding the answers.
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Fixed Income Boutique
2022-09-27_global-corporate-credit-outlook_teaser
Sep 29 2022 Outlook

Q4 Global Credit Outlook – Navigating a fragile market

The Corporate Credit team reveals how they plan to navigate the fourth quarter of 2022
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Fixed Income Boutique
2021-08-24_MU_jackson-hole-employment-picture_teaser
Aug 25 2021 Viewpoint

Jackson Hole: employment picture and rising inequality likely to delay tapering

The U.S. Federal Reserve’s annual summer symposium in Wyoming represents an important data point for financial markets since it provides valuable clues as to the policy moves the Fed may make in the ensuing twelve months. This year will be no exception and the investor community should listen carefully. It usually chooses not to resulting not only in market volatility but also opportunities.
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The information, analyses and opinions contained on this website has been prepared by Vontobel Asset Management. Vontobel Asset Management is the brand name for the asset management business of Vontobel Holding AG and its affiliates worldwide including Vontobel Asset Management, Inc. (“Vontobel”, “us” or “we”) and TwentyFour Asset Management (US) LP. Vontobel Asset Management, Inc. and TwentyFour Asset Management (US) LP are registered with the U.S. Securities and Exchange Commission (“SEC”) as investment advisers under the U.S. Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply any level of skill or training. Additional information about Vontobel Asset Management, Inc. is available on the firm’s Form ADV. Additional information about TwentyFour Asset Management (US) LP is available on the firm’s Form ADV.

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Products and services described on this website may not yet be available in all jurisdictions or to all investors. Also, not all investment products referenced are provided by either Vontobel Asset Management, Inc. or TwentyFour Asset Management (US) LP.  To enhance the range of investment products available to our clients, we may utilize the services of Vontobel Asset Management affiliates. Some investment strategies are provided directly by Vontobel Asset Management, Inc., or a Vontobel affiliate under its direct supervision through a participating affiliate structure as per relevant SEC no-action guidance, while others are provided by TwentyFour Asset Management (US) LP.

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