The continuing impasse in debt ceiling talks puts pressure on high-yield bonds, potentially leading investors to demand higher yields for higher-risk bonds. However, a barbell strategy for investment-grade bonds, especially those with higher ratings, looks promising.
With the recent rate hike pause of the central bank, investors may want to revisit real estate investment trusts (REITs).May 24, 2023
It is better to load up in the upcoming auctions. For those not in a rush for long-tenored peso bonds, there’s still value in short-dated ones.May 24, 2023
There are estimates that around USD 1.5 trillion of commercial real estate debt in the US is maturing over the next three years. Investors are worried, but we think it’s manageable.May 24, 2023
Inflation has been going down. Dry spells and droughts, however, are seen looming in some areas of the Philippines due to El Niño in the 3rd quarter. Could this mean higher prices of goods down the road?May 22, 2023
With governments worldwide unable to agree to concerted action to avoid reaching a 1.5-degree climate change threshold, it is investments from private entities that are giving some level of hope.May 22, 2023