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UK corporate bond view: Q&A with Damien Hill

What is the outlook for UK corporate bonds? We see a supportive environment, particularly due to demand from investors. However we have reduced risk due to a high levels of uncertainty.

We speak to Damien Hill, senior portfolio manager for the Responsible Horizons UK Corporate Bond strategy and the Strategic Bond strategy to find out more.

Why invest in US municipal bonds? Q&A with Jeffrey Burger

In our view, we are seeing some of the best opportunities in municipal bonds for decades. We believe we are currently in a window of generationally high yields relative to history. Municipal bonds could be a good fit for investors seeking to exploit the rise in yields with historically low levels of defaults.

We speak to Jeffrey Burger, senior portfolio manager to find out more.

What is the outlook for high yield debt? Q&A with Cathy Braganza

Why have defaults for high yields fallen over 2023 and 2024? Troubled high yield issuers make up a smaller part of the high yield market today than they did previously because they have shifted to source capital from the private debt market..

We speak to Cathy Braganza, senior portfolio manager to find out more.

High yield: Are spreads tight? Will defaults rise? Q&A with Paul Benson

Spreads on high yield debt are currently tight compared to historical averages. Does that make high yield expensive? Paul Benson, head of systematic fixed income, explains why lower average levels of overall credit risk and low default levels have changed the risk/reward for this asset class.

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Fallen Angels: Taking opportunity from mispricing. Q&A with Manuel Hayes

Bonds that have recently fallen out of investment grade indices offer mispricing opportunities. Manuel Hayes, senior portfolio manager in our systematic fixed income team answers questions around fallen angel bonds; their relative liquidity, how they might be expected to perform in a downturn and the most efficient ways of investing in them.

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You can read our latest monthly and quarterly analysis below: :

• Monthly Central Bank update: Key developments affecting short term interest rate markets
• Currency quarterly: Stubbornly sticky inflation has led to a repricing of interest rate expectations, with markets anticipating a slower and shallower easing cycle in most developed markets.
• Fixed income quarterly outlook: Our quarterly economic and asset-class outlook on global fixed income markets