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Why the price being paid in bond markets following rate cuts is greater uncertainty
Why the price being paid in bond markets following rate cuts is greater uncertainty
Nick Hayes, of AXA Investment Managers, on the lingering uncertainty in areas of the global fixed income...
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Professional Investors
Will the Fed cut in September?
Will the Fed cut in September?
Inflation is trending in the right direction, with core goods and supercore services deflating slightly...
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Professional Investors
Three Fed scenarios, same result
Three Fed scenarios, same result
Does it make sense to add duration to portfolios?
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What are the risks in dividend strategies?
What are the risks in dividend strategies?
Dividend yield can be one of the main reason's to include a stock in a portfolio.
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Professional Investors
The graph that highlights the opportunity in high yield
The graph that highlights the opportunity in high yield
How do you allocate within the market?
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Professional Investors
Prices are now attractive for distressed debt investors
Prices are now attractive for distressed debt investors
Higher default potential is acceptable given the return.
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Professional Investors
High yield bonds appear well positioned for a recession
High yield bonds appear well positioned for a recession
The sector is in better health than prior to previous slowdowns.
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Professional Investors
Four themes shaping global high yield bonds
Four themes shaping global high yield bonds
Opportunities to generate value amid volatility.
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Professional Investors
The case for a strategic allocation to high yield bonds
The case for a strategic allocation to high yield bonds
Hybrid characteristics provide attractive risk/reward profile.
Professional Investors
The key to managing high yield in volatile markets
The key to managing high yield in volatile markets
Fundamental research is imperative as macro headwinds rise.
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