Renta fija

In the Global High Yield Outlook, portfolio manager Stella Ma, Senior Credit Analyst Jim Stahl and credit Analyst Rrezart Rexhepi make the case for why they believe the fourth quarter is the time to begin gradually scaling into high-yield bonds.

In this Autumn Credit Outlook, the Corporate Credit team provide their insights on the upcoming months for corporate bonds with a focus on solid investment-grade companies.

The Corporate Credit team reveals how they plan to navigate the fourth quarter of 2022

The first round of Brazil’s general elections will take place on Sunday, October 2nd, with former president Luiz Inácio Lula da Silva and the current president Jair Bolsonaro facing each other. Thierry Larose, Portfolio Manager at Vontobel, discusses how markets are viewing the two candidates.

Dada la rapidez con la que los bancos centrales están pasando por sus ciclos de subidas, el regreso a la estabilidad en los tipos podría permitir a los inversores recoger los frutos de su inversión en bonos en forma de rendimientos inusualmente elevados para este momento del ciclo.

Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.

Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds.

A member from our Multi-Sector Bond team reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.

Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward.

En esta perspectiva sobre la renta fija a mitad de año, nuestro Portfolio Manager Carlos de Sousa explica por qué la clase de activos en moneda local de mercados emergentes, tan subestimada y denostada, podría ser el ave fénix de la renta fija.

For all of these observations, there is one common observation – yields did not stay at these high levels for very long.

Aquí revelamos cómo funcionan los modelos habituales de puntuación ESG en renta fija, con ayuda de algunos ejemplos del mundo real que nos servirán para explicar por qué algunas empresas puntúan alto y otras, bajo. Algunos de los resultados le sorprenderán.