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One For Fixed Income Investors

  • ,  Senior Investment Writer |
  • 19 Jan 2024
  • Updated 06 Feb 2024

fixed income

Opportunities in a new credit cycle

Last year was volatile for fixed income markets. Will 2024 be different? Signs suggest that U.S. monetary policy may have peaked. However, uncertainty over interest rate movements remains. Will they move up, down, or stay flat? In this new market environment, fixed income allocators need novel insights for making informed decisions.

Credit Market Perspectives: Fundamentals Matter (Polen Capital)

Across the credit spectrum, high yield bonds and leveraged loans currently offer some of the most compelling yields seen in years.

2024 Private Credit Outlook: A Question Of Balance (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

While debt yields are high in a historic context, investors should keep a strategic eye on structural trends and a tactical eye on credit quality and risk-adjusted returns.

Fixed Income Top 5 Insights For 2024 (MacKay Shields)

This report covers the outlook for debt markets across key geographies, from the U.S. to developing economies.

European Leveraged Loans Outlook: Embracing The Unknown (M&G Investments)

For compliance reasons, this paper is only accessible in certain geographies

With year-to-date returns of over 12%, European loans have outperformed other credit asset classes, offering a more stable return path.

How Treasurers Are Positioning Cash For 2024 (Northern Trust AM)

For compliance reasons, this paper is NOT accessible in the United States

Corporate treasurers are key allocators to short-term money-like instruments. This survey reveals their allocation preferences for 2024.

High Yield Bonds vs. Leveraged Loans (Marquette Associates)

There is a belief in the leveraged finance space that, “If the entire capital structure is secured, then nothing is secured.” Is this true?

Muni Outlook: Focus On The Big Picture (Charles Schwab)

For 2024, some investors expect that municipal bonds will be an area of potential opportunity in a world of growing risks.

Reshaping Debt Profiles Of The European LRE Industry (EPRA)

This research paper looks at the impact of changes in interest rates on real estate debt, a crucial sector for many European economies.