Investment Insights

How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans? These are some of the questions Daniel Morris, Chief Market Strategist, and Javier Perez Diaz, Head of Leveraged Loans, tackle on this edition. Other topics include the segment’s diversification benefits,  its solid track record and its role as a hedge against inflation.  

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How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving or improving financial returns? Taking our recent handbook, Adjusting your approach to net zero and including our wider sustainability framework, Andrew Craig, Co-head of the Investment Insight Centre, and Fabio Pinna, Portfolio Manager Systematic & Quantitative Investment, discuss ways to transition portfolios so that they contribute to net zero greenhouse gas emissions.

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With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part, Alex Bernhardt, Global Head of Sustainability Research, tells Chief Market Strategist Daniel Morris.

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In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads podcast with Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Investment Insights Centre, the process of producing certified wood and its use as a recyclable alternative for plastic packaging and construction steel.

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The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark Richards, Head of Flexible and Absolute Return, points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolios, Risks to such a scenario include doubts about the sustainability of high government budget deficits. The resulting search for alternative stores of value could well continue to favour gold.

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In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of fixed income exchange-traded funds, due, as he explains, to the fact that they offer investors access to a diversified and liquid portfolio of bonds at an attractive cost. The discussion also covers innovations including fixed maturity ETFs that combine the benefits of an ETF and the characteristics of a standalone bond with a set maturity date and declining interest-rate risk over time. Another topic is a more active approach to the management of these index-related products.

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With official interest rates in the eurozone having begun their descent and the economy bottoming out,  selected segments of the high-yield bond market remain, in our view, well orientated. Listen to this Talking Heads podcast with Andrew Craig, Co-head of the Investment Insights Centre, and Stef Abelli, European High Yield Portfolio Manager.  Among the topics their discussion covers are the merits of a short duration approach and the sectors whose prospects appear favourable.

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As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Senior Economist for the eurozone, talks to Andrew Craig, Co-head of the Investment Insights Centre, about the economic outlook for the euro area in this Talking Heads podcast. Further out, challenges loom: weak European competitiveness, geopolitical headwinds, productivity issues, and restrictive central bank monetary policy.

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With the bull market in bonds now behind us and investors looking for effective ways to position portfolios in fixed income, absolute return fixed income strategies offer potential. They seek to reap positive returns regardless of the direction of bond yields.Listen to this Talking Heads podcast with Jay Mistry, Senior Portfolio Manager on our absolute return fixed income team. He tells Andrew Craig, Co-head of the Investment Insights Centre, that appealing features of this approach also include its focus on capital preservation and benefiting from value differences between regions, countries and markets, even if yields are moving higher.  

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The prospect of rate cuts by the US Federal Reserve later this year should allow frontier market bonds to build on what has been a months-long run of robust performance according to Guy Tossou, Senior Portfolio Manager for Emerging Market Frontier Debt. Guy tells Andrew Craig, co-Head of the Investment Insights Centre, that within the asset class, there are still frontier markets where his investment team continues to see value.

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