#high yield | AsianInvestor

2024 Asia ex Japan fixed income outlook: staying selective amid compelling alpha opportunities

In partnership with PineBridge Investments

Strong credit fundamentals across Asia are expected to continue to bode well in 2024 but selectivity remains key. PineBridge’s co-heads of Asia ex Japan fixed income, Omar Slim and Andy Suen, share their convictions for Asia investment grade and high yield this year.

2024 Asia ex Japan fixed income outlook: staying selective amid compelling alpha opportunities

Why Asia bonds remain resilient in a rising-rate environment

In partnership with PineBridge Investments

Arthur Lau, head of Asia ex-Japan fixed income, and Emily Lam, client portfolio manager, at PineBridge Investments, highlight the continued appeal of Asia investment grade (IG) as well as high yield (HY) bonds for their relatively stable and attractive source of yield and diversification.

Why Asia bonds remain resilient in a rising-rate environment

Three tactics for Asian bond investors as central banks diverge on policy normalisation

In partnership with State Street SPDR ETFs

High yield exposure, emerging markets debt and short duration strategies might help investors weather uncertainty over the coming months, says State Street Global Advisors SPDR, based on analysis of data covering $12 trillion in bond holdings and prices from millions of items.

Three tactics for Asian bond investors as central banks diverge on policy normalisation

Allianz targets Chinese real assets despite Evergrande

Hugo Cox

Jan 17, 2022

Despite Evergrande's woes, Allianz is still bullish on Chinese property and infrastructure, although it has slowed down its investment process.

Allianz targets Chinese real assets despite Evergrande

As Evergrande teeters on the edge of bankruptcy, more Chinese developers will default

Han Shih Toh

Dec 8, 2021

Evergrande admits it may not have enough capital to repay its debt.

As Evergrande teeters on the edge of bankruptcy, more Chinese developers will default

Foreign investors eager to unearth China’s risky debts

Twinkle Zhou

Feb 9, 2021

Unable to access China's distressed assets directly, international private debt buyers have tied up with local partners and are building teams to identify opportunities.

Foreign investors eager to unearth China’s risky debts

Asian high yield debt enticing global instos

Hugo Cox

Nov 17, 2020

A combination of relatively strong economic fundamentals and appealing yields is attracting the attention of asset owners in the region and beyond.

Asian high yield debt enticing global instos

European instos grow hungry for high yielding EM debt

Hugo Cox

Nov 5, 2020

Institutional investors in Europe are looking to invest more into emerging market high yield bonds in an effort to boost returns, despite the additional risk they entail.

European instos grow hungry for high yielding EM debt

UK insurer Resolution Life eyes Asian bonds

Hugo Cox

Sep 14, 2020

The firm's director of asset management sees Asian debt as a good post-Covid opportunistic play, but Spanish insurer Mapfre is put off by weakening Asian currencies.

UK insurer Resolution Life eyes Asian bonds

Insurers look to profit from bond volatility

Hugo Cox

Jul 6, 2020

Insurance firms in Asia and elsewhere have moved to take advantage of pandemic-driven spread widening on both high yield and investment grade debt.

Insurers look to profit from bond volatility

Market views: Does Asian high yield offer opportunity?

Hans Poulsen

Apr 15, 2020

With spreads on Asian junk bonds having widened sharply, are they a good bet, despite widespread concern over expected corporate defaults in the coming months?

Market views: Does Asian high yield offer opportunity?

Debt investors seen bracing for “fallen angels”

Jaycee Man

Apr 13, 2020

Asian investment-grade bonds may be less at risk of downgrades to junk than those elsewhere, but asset owners – particularly insurers – are being advised to take precautions.

Debt investors seen bracing for “fallen angels”