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Fallen angels radar: busy across sectors
fixed incomeFallen Angels
fixed incomeFallen Angels

Fallen angels radar: busy across sectors

This issue of Fallen angels radar tracks an unusually busy winter period for the segment and considers what’s top of mind for investors.
What might 2025 have in store for Swiss bonds?
fixed incomeSwiss equities
fixed incomeSwiss equities

What might 2025 have in store for Swiss bonds?

How might Swiss bonds fare in 2025? We note their gains of recent years and break down the key factors influencing performance.
Capturing high-yield carry: the benefits of a CDS-based approach
fixed income

Capturing high-yield carry: the benefits of a CDS-based approach

In today’s ‘search for carry’, how can fixed-income investors access high-yield credit markets while enhancing both liquidity and potential returns? 
 Fixed-income opportunities – globally, in Asia and Switzerland
fixed incomeAsia Diversified High Yield
fixed incomeAsia Diversified High YieldAsia Investment gradeAsia value bondsSwiss Franc bonds

Fixed-income opportunities – globally, in Asia and Switzerland

With a nominal economic recovery as our base case, and taking new US policies into account, we unpack fixed-income opportunities globally and with a focus on Asia and Switzerland.
4 passive pitfalls: why fallen-angel bonds need active management
fixed incomeFallen Angels
fixed incomeFallen Angels

4 passive pitfalls: why fallen-angel bonds need active management

Passive strategies in fallen angels put investors at risk of further ratings deterioration and potential costs. What is LOIM’s active advantage?
Asia fixed income: a promising outlook for 2025
fixed income

Asia fixed income: a promising outlook for 2025

Strong macro drivers and relative insulation from tariff policy mean Asian and emerging-market bonds have good potential to outperform.
Fixed income in 2025: a balancing act featuring carry, credit and duration risk
fixed income

Fixed income in 2025: a balancing act featuring carry, credit and duration risk

This quarter, Alphorum explores how tariffs and fiscal policy are influencing fixed income alongside monetary policy, and approaches to capturing carry while balancing credit and duration risks. 
Webinar: Asia fixed income outlook 2025
fixed incomeAsia Investment grade
fixed incomeAsia Investment gradeAsia value bonds

Webinar: Asia fixed income outlook 2025

Watch our webinar, ‘Asia Fixed Income Outlook’, which explores allocation preferences across the region.
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