RHYS DAVIES, PORTFOLIO MANAGER AND SENIOR CREDIT ANALYST
An exciting move in yields
We’ve witnessed an extreme selloff in bond markets in 2022. The silver lining has been the return of income to the fixed income asset class. The difference in yields available between now and the start of this year is staggering, says Rhys Davies. Watch his latest update on the Invesco Monthly Income Plus Fund (UK).
On demand: catch up on previous episodes
Each month brings a new, easily digestible instalment. Catch up on previous episodes below.
LEWIS AUBREY-JOHNSON, HEAD OF FIXED INCOME PRODUCTS
COP27, decarbonisation and our ECO bond strategy
Against the backdrop of COP27, Lewis Aubrey-Johnson introduces some of the key themes in our ECO bond strategy. Watch his latest video to discover how the strategy combines environmental and financial objectives.
Evidence of global warming is accumulating. The world meteorological organisation has stated that global average temperatures this year are already more than 1 degree higher than pre-industrial levels. And when you recall that the ambition is to limit these temperature rises to 2 degrees, then you’ll see that we’re already halfway through our margin of safety.
How does our ECO bond strategy fit into the challenge of climate change? Well, the strategy supports decarbonisation in a couple of ways.
On demand: catch up on previous episodes
Each month brings a new, easily digestible instalment. Catch up on previous episodes below.
STUART EDWARDS, FIXED INTEREST FUND MANAGER
Have US Treasury yields peaked?
The answer to this question depends on three things. The Federal Reserve, inflation and growth. Stuart Edwards shares his outlook for all three.
LEWIS AUBREY-JOHNSON, HEAD OF FIXED INCOME PRODUCTS
European energy crisis: what role will renewables play
Climate objectives were already driving change in the European energy market. Russia’s invasion of Ukraine has accelerated this significantly, with fears it could turn off the taps as we head into winter.
RHYS DAVIES, PORTFOLIO MANAGER
Some good news for the high yield market
This year is quite different to last in bond markets. For one thing, there is finally more yield available, says Rhys Davies. Watch the latest episode of ‘Bitesized bonds’ to catch up on all things fixed income in less than five minutes.