Negative technical factors rather than fundamental concerns are driving today’s attractive spread levels in high-quality securitized bonds.
Think differently about emerging markets (EM) debt investing.
More than fifty percent of the world’s GDP is moderately or highly dependent on nature and its services. The destruction of biodiversity can have a global economic and financial impact.
Loans are typically seen as an asset class to own when rates are on the rise, but what is the case for owning loans when rates are static, staying at this level without much possibility for subsequent hikes? The answer here is yield.