Corporate Debt

Probably not – but high and rising debt will boost CPI and interest rates, and stifle GDP growth and investors’ returns.

The exponential rise of debt is stifling its economic growth. It thus takes ever more dollars of debt to generate an extra $1 of GDP.

Buying niche opportunities before they hit the big-time is every investor’s dream. And we’re not talking about speculative tech or wildcat miners, but fixed income....

Throughout COVID-19 there was a dearth of dividend payouts, compounded with a low-interest rate environment that has been devastating to those who rely on regular...

While you might be able to rest easy with an investment in this fund, be assured that the managers are not. "Our portfolio is not set and forget," said head of credit...

Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long...

The 2008 financial crisis was, at least in part, due to a fundamental flaw in the pricing of Credit Default Swaps on housing lending. Analysts who justify the current...

One of the big advantages of being a debt investor is that you can make long term investment decisions with far fewer short term consequences than an equity investor....

While the ongoing COVID-19 pandemic is tragic and has been incredibly disruptive to billions of people around the globe, it has provided credit investors with a speedy...

Will Coronavirus cause a debt crisis? And if so, what type of debt crisis? How likely is a major debt deleveraging?Ray Dalio has a number of videos and books out...

A sense of optimism is re-surging around the globe, as we see a glimpse of the COVID-19 ‘curve flattening’. The rate of increased cases of infection in the US and in...

Christopher Joye joins us to discuss Bonds, Inflation, Zombie Companies and corporate debt.In today's webinar, hear from Nucleus Wealth's Head of Investment Damien...

While it’s fair to say that 2019 was a forgettable year for Australia’s Major Banks, investors holding their debt had a much better time of it. Amidst the chase for...

The decline in US interest rates by the Federal Reserve to combat the GFC has left a mark on the investment landscape and triggered the rise of a new bubble – the...

The search for income is no easy task in a world of low rates. And while many investors, particularly those nearing or in retirement, may skew their portfolio towards...

Income helps provide a stable source of returns. Capital Group developed the Global High Income Opportunities strategy (GHIO) 20 years ago. Within this strategy, we...

Nearly 20 years after the last technology bubble, we’re in funny season again, and you don’t need to be an economics PhD to see it. Crazy valuations are being...

Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan...

Credit is smouldering right now. When that smoke becomes fire, the door becomes a key hole and only the first few get through. The rest get burnt. Holding credit risks...