Focusing on the specific outcomes that matter most to today's investor
Despite a number of defaults by energy issuers and fears over the forthcoming election, US high-yield continues to offer more compelling opportunities than the European market, argues Kevin Mathews.
Macroeconomic factors – including slowing Chinese growth and expectations of rising rates in the US – are weighing on Asia-Pacific real estate, although Australia and Japan offer value in the near term, writes Sandip Bhalsod.
While government debt may continue to be a core holding, bond investors need to get creative in the hunt for other sources of return. Betting on a pick-up in volatility appears to be an attractive way of potentially boosting returns with limited downside risk, writes James McAlevey.