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Vanessa Chan
Article 2 min read

Chart Room: Watching for cracks amid pressure on China’s local government finances

Some of China’s local government financing vehicles are struggling to service their debts, but not all LGFVs are created equal.

Vanessa Chan + 2 others | 24 August 2023

James Durance
Article 3 min read

Playing offense on income funds

Playing offense on income funds

James Durance + 2 others | 22 June 2023

Lei Zhu
Article 4 min read

Selling like hot chilli crab: a look at Singapore’s local bond boom

While debt issuance has slowed around the world, the Singapore dollar bond market is in a pocket of growth driven by policy tailwinds and an influx of funds.

Lei Zhu + 3 others | 19 June 2023

Nana Yang
Article 2 min read

Chart Room: Utilities less useful as bond proxies

Rising interest rates in the US are testing the notion of utility stocks as bond proxies, as ties between their P/E ratios and corporate bond yields weaken.

Nana Yang + 1 other | 13 April 2023

Steve Ellis
Article 3 min read

Bonds are back in town

For over a decade, one of the main cards in investors’ pack - solid and steadily yielding government bonds - has been off the table. That era has ended.

Steve Ellis | 7 November 2022

Martin Dropkin
Article 7 min read

China Green bonds: sprouting issuance, absent greenium

A key advantage of China’s onshore green bonds that sets them apart from other markets is the lack of price premium over comparable non-green issues.

Martin Dropkin + 4 others | 1 November 2021

Kim Politzer
Article 7 min read

How Real Estate helps navigate the income challenge in a rapidly changing world

We are seeing significant structural changes in the way occupiers use their buildings and these changes are happening at pace.

Kim Politzer | 27 May 2021

Adrian Benedict
Article 10 min read

Offices are not dead, but they will need to evolve

Despite the surge in working from home in 2020, offices will remain vital for many types of business. But they will need to evolve.

Adrian Benedict + 1 other | 10 December 2020

Neil Cable
Article 4 min read

Real estate in 2021: Unique challenges will accelerate structural trends

Offices will continue to be in demand post-Covid, but their usage will evolve.

Neil Cable | 27 November 2020

Neil Cable
Article 4 min read

Real estate in 2021: Unique challenges will accelerate structural trends

Offices will continue to be in demand post-Covid, but their usage will evolve.

Neil Cable | 27 November 2020

Adrian Benedict
Article 8 min read

The New Prime: Cashflow trumps location for real estate investors

The New Prime: Cashflow trumps location for real estate investors

Adrian Benedict + 1 other | 24 June 2020

Andrew McCaffery
Blog 4 min read

Fidelity CIO: The income conundrum

Stable and predictable income streams may become harder to find.

Andrew McCaffery + 1 other | 6 May 2020

Matthew Jennings
Article 1 min read

How to think about dividend cuts

A spate of dividend reductions or postponements has raised concerns among investors globally. But not all dividend cuts are created equal.

Matthew Jennings + 4 others | 20 April 2020

Jing Ning
Article 6 min read

Dividend investing in China is growing up

Chinese companies are realising the benefits of paying dividends to attract a more stable investor base and in response to regulation.

Jing Ning + 3 others | 16 September 2019

Michael Clark
Article 6 min read

Why doing your research pays dividends

Thorough research is needed when implementing an equity income strategy.

Michael Clark + 2 others | 4 July 2019

Raji Menon

In charts: How demographic change is driving demand for income

Ageing populations and a growing class of wealthy baby boomers are expected to continue driving demand for income.

Raji Menon + 2 others | 4 July 2019

Antonio Napolitano
Article 9 min read

Q&A: How do income and yield differ?

Investing in income funds can be confusing around terminology and approach. This Q&A should help investors make informed decisions.

Antonio Napolitano + 2 others | 4 July 2019

Richard Edgar
Podcast 32 min listen

Podcast: How to manage a portfolio for income

Three portfolio managers with a a focus on income strategies in different asset classes discuss how they go about building for income in uncertain times.

Richard Edgar + 3 others | 4 July 2019

Eric Wong
Article 5 min read

How to allocate for income in emerging market debt

Exposure to currency risk, credit quality, and corporate or sovereign debt across the EM fixed income space are key considerations when investing for income.

Eric Wong + 3 others | 4 July 2019

Benjamin Moshinsky
Article 9 min read

Equities, fixed income and multi asset: three different paths to income

Income-focused funds cover all asset classes and are a compromise between risk, yield, predictability and sustainability as well as capital preservation.

Benjamin Moshinsky + 3 others | 4 July 2019

Adrian Benedict
Article 5 min read

Contractualised income: Low risk, not no risk

A forward-looking assessment of business risk is needed when investing in long-term secure income assets.

Adrian Benedict + 1 other | 4 July 2019

Eugene Philalithis
Article 4 min read

Four trends behind the rise of income investing

We examine some of these and discuss why we think the focus on income will continue to remain a top priority for investors for the foreseeable future.

Eugene Philalithis + 1 other | 4 July 2019

Paras Anand
Article 5 min read

An appeal to optimism: The opportunity of the uncertainty premium

The demand for safety since the financial crisis has created an uncertainty premium that investors with a little optimism can take advantage of.

Paras Anand + 1 other | 4 July 2019

Bryan Collins
Blog 3 min read

A Goldilocks moment for China’s monetary policy, but watch for more easing and bond index inclusion

Two events are driving the outlook for China fixed income- easing monetary conditions and the expected inclusion of Chinese bonds in benchmark indexes.

Bryan Collins + 4 others | 14 March 2019

Kristian Atkinson
Article 2 min read

Blowing the froth off the BBB market

BBB-rated credit has outperformed A-rated debt by 48 per cent in past decade. However, the market is vulnerable to downgrades.

Kristian Atkinson | 11 March 2019

George Efstathopoulos
Article 1 min read

Don’t miss the Asia high-yield opportunity

Investor optimism in China is improving, and Asia's high yield market is looking more attractive than the equity market.

George Efstathopoulos | 13 February 2019

Eugene Philalithis
Blog 2 min read

Income and yield are not the same thing

Although higher rates imply higher income generation as yields rise, we have not seen income from coupons keep up with the rise in rates.

Eugene Philalithis | 17 January 2019

Stuart Rumble
Article 4 min read

Investing for income: Why a higher headline yield isn't always better

When investing for income, a higher headline yield isn't always better.

Stuart Rumble + 2 others | 24 October 2018

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