Investors who need income and return potential should consider an active, balanced, global approach. Consider pairing high-quality investment-grade corporates, Treasuries and select securitised assets with infrastructure debt and higher-quality US, European and Asian high-yield bonds.
Staying active: how to regain trust in active management
We asked 500 institutional investors their views on active management. The results offer a roadmap for active managers to help clients navigate challenging markets - and rebuild trust in active management.
Four insights and actions from our Frankfurt 2019 Investment Forum
What does it mean to be a long-term investor? That was one of the main questions underpinning the discussions at our Investment Forum in Frankfurt. Topics included the importance of climate change and the future direction of Europe, as our investors and strategists shaped the convictions that inform our long-term investment strategies for clients.
Rise of Asia is powered by millennials, tech and reform
Our Asia investment experts and European clients recently met in Berlin for our 11th annual Asia Conference. We think the world’s most dynamic region holds fundamental attractiveness for investors – even amid current trade tensions.
Given recent events – the US just increased tariffs on USD 200bn of Chinese imports, and China retaliated on USD 60bn of US goods – it’s getting more difficult to see a clear path to a US-China trade agreement. But talks are ongoing, which opens up three potential scenarios for resolving this dispute.
Higher yield potential and added diversification aren’t the only qualities attracting fixed-income investors to Asia. The region’s bond markets are large and growing, and reform-minded governments are providing the necessary policy support to maintain growth.