Industry Voice

Positioning your portfolio for the challenges and opportunities ahead

Fallen angels are a sweet spot in fixed income that merit a strategic high-yield allocation. Lombard Odier Investment Managers' active approach optimises value by avoiding falling knives.

Prioritising bottom-up analysis of sustainability in the listed infrastructure space can support a dual objective of compelling excess returns alongside positive sustainability outcomes. And a targeted allocation may further support this.

T. Rowe Price's Yoram Lustig discusses the latest global market themes

Five bond strategies to help investors navigate evolving markets

Aegon AM’s Head of Europe High Yield considers the tactical and structural case for the asset class at a time when the ‘high’ part of ‘high yield’ is finally living up to its name.

Unbeknownst to many, semiconductors underly many facets of modern life, from mobile phones to automobiles. The Ninety One Quality team analyse the industry and discuss long-term winners in the space.

T. Rowe Price's Chris Kushlis discusses why China reopening is supportive, but isn't enough on its own