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This quarterly review provides market insights and outlook for the Global Credit Income strategy. Learn more.

This quarterly review provides market insights and outlook for the Global Credit Income strategy. Learn more.

This quarterly review provides market insights and outlook for the Global Credit Income strategy. Learn more.

This quarterly review provides market insights and outlook for the Global Credit Income strategy. Learn more.

Declining cash rates and investors’ healthy appetite for risk saw high yield credit spreads fall sharply in 2019, resulting in favourable returns from the asset class. In this update, Matt Philo and Jason Epstein, Co-Heads of High Yield, outline some of the factors that might affect sentiment in the months ahead and consider whether high yield credit can make further progress in the remainder of 2020.

AlbaCore Capital Group is one of Europe’s leading alternative credit specialists, investing in private capital solutions, opportunistic and dislocated credit, CLOs, and structured products.

当社の運用チームが投資環境及び資産クラスについての視点をまとめたレポートをアップデートしています

当社の運用チームが投資環境及び資産クラスについての視点をまとめたレポートをアップデートしています

We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.

Learn about investing in fixed income today. First Sentier Investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.

Investing in Asian Fixed Income offers the potential for strong returns, an attractive income stream and diversification benefits versus developed markets.

Credit portfolios with genuine Environmental Social and Governance (ESG) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition.

Podcast: A lesson in extreme asset allocation

2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.

Corporate culture is a powerful dynamic in a company. It is the set of beliefs and attitudes about the way things are done, and so is a key component of many corporate functions.

For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range.

Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, sat down for a fireside chat with Brian Savoy, Chief Financial Officer of Duke Energy, one of the largest regulated utilities in the United States.

AI and data centres are reshaping electricity demand, creating both powerful growth opportunities and complex challenges for utilities. In this video interview, Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, speaks with Brian Van Abel, CFO of Xcel Energy, on how they are responding to this shift.

The listed infrastructure sector in North America contains many world leading assets, operated by world class companies. This is captured in our Investment Process, with higher Quality scores for North American firms.