Jupiter Asset
Management
The markets are in a state of flux as investors grapple with a range of macroeconomic scenarios, with banking woes in the US adding to the prevailing uncertainty. Can policymakers engineer a soft landing or is recession a certainty? In the UK, inflation continues to be stubbornly high despite a series of rate hikes, but the growth path does not look bright as well. In this context, fixed income investment managers Adam Darling and Harry Richards will present their views on the economy and implications for investments in corporate bonds, highlighting current opportunities.
View PDFCorporate investment grade bonds may offer many advantages. They tend to offer higher yields than government bonds and lower volatility than equities, and act as an effective portfolio diversifier. While coupons could provide regular cashflow, the bonds hold the potential for appreciation if bought at low prices. Harry Richards and Adam Darling will explain how investors can extract additional value from the sterling investment grade bond market, via active positioning on interest rates, corporate sectors and single issuers, supported by rigorous macroeconomic analysis and fundamental research.
View PDF
