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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Macquarie - Is your liquidity just a mirage?

The authors of this paper argue that because investors are forgetting the value of liquidity, now is a good time for them to reflect on the capital preservation characteristics of fixed income, and in doing so, ask whether their portfolios’ liquidity may actually be a mirage.

Company: Macquarie
Date added: 04-12-2018
Sector: Fixed Income

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Macquarie - 10 Years Since the Financial Crisis: Those who forget are destined to remember

Brett Lewthwaite, Macquarie's CIO of Fixed Income, reflects on the global financial crisis and the lessons learned from the fateful events that occurred 10 years ago.

Company: Macquarie
Date added: 03-09-2018
Sector: Fixed Income

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Macquarie - Value remains after investment grade credit selloff, but security selection is crucial

The key to unlocking value in investment grade credit markets and guarding against losses as we approach the end of a historic era of US Federal Reserve market support will be individual security selection and deep, bottom-up fundamental research.

Company: Macquarie
Date added: 03-09-2018
Sector: Fixed Income

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Invesco - Talking Credit

With uncertain times ahead, our experience in bond markets gives us an informed viewpoint, and the ability to act with conviction.

For the past two decades we have taken investment opportunities when they exist, and placed an emphasis on preserving capital by reducing risk when they don’t. 

Company: Invesco
Date added: 01-01-2017
Sector: Fixed Income

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Ashmore - The EM Fixed Income Outlook 2016

The EM fixed income asset class likes that Fed hikes are underway and has traditionally performed well after the start of sustained hiking cycles. Flows in EM will become more two-way in 2016.

Company: Ashmore
Date added: 18-01-2016
Sector: Fixed Income

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Legal & General - Fixed Income Focus

Liquidity concerns aren’t a new issue for bond markets. While it’s tempting to look at liquidity as a straightforward technical issue, we think it is more complex than that.

Company: Legal & General
Date added: 18-01-2016
Sector: Fixed Income

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Legg Mason - Balancing income and volatility, A dividend-centric approach

Gone are the days when investors could satisfy their income needs with low-risk investments, like government bonds. The extraordinary intervention by central banks in the aftermath of the financial crisis has left behind an ultra-low rate environment, making it more difficult to meet income needs.

Company: Legg Mason
Date added: 01-12-2015
Sector: Fixed Income

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Aberdeen - Treating all EM bonds the same is completely irrational

Old habits die hard, as the adage goes. So it is with emerging market bonds at the moment. Investors have reverted to type, and sold emerging market assets without distinguishing between their vast differences.

Company: Aberdeen
Date added: 01-09-2015
Sector: Fixed Income

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Aberdeen - The fixed income garden

To everything there is a season, and a time to every purpose under the heaven: a time to be born, and a time to die; a time to plant, and a time to pluck up that which is planted.

We like to think of fixed income as a varied, colourful and interesting asset class which can help you not only with your income and capital returns but also with your liabilities.

Company: Aberdeen
Date added: 01-08-2015
Sector: Fixed Income

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Aberdeen - The de-risking challenge for local authorities

Local authority pension funds have tended to shy away from liabilitydriven investment (LDI) solutions. In part, this may be due to a perception that LDI invariably involves derivatives, and that regulatory considerations may preclude local authority pension funds from following this path.

Company: Aberdeen
Date added: 05-05-2015
Sector: Fixed Income

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