Investing in the 'sweet spot' of global credit
Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.
Our income strategies push forward
Our income strategies are diversified to deliver return opportunities throughout the economic cycle.
The 15-year quantitative easing experiment is over. We’re entering a new paradigm as the global economy shifts from overheating to contraction.
Income can provide a cushion to counter inflation and reduce drawdowns.
Higher-for-longer rates and inflation, slowing global growth and geopolitical rivalry promise to elevate volatility. This creates opportunities for ESG-savvy investors to source quality firms able to sustain their income payouts.
Equities
Regular income to counter inflation plus potential capital gains when equity markets rise.
- Two-tier strategy to capture high dividends and potential capital gains.
- Diversified across value and growth, no use of derivatives.
- 120 investing experts based worldwide, $93bn in AUM. (1)
Multi-Asset
Stable income from traditional and alternative assets to reduce sensitivity to monetary policy.
- Unique mix of assets to provide genuine diversification.
- Expertise in listed alternatives to provide uncorrelated income.
- 80 investing experts based worldwide, $112bn in AUM. (1)
Fixed Income
Variety of solutions to capture risk-adjusted income through different market cycles.
- Fundamental analysis tailored to evolving macro environment.
- Risk management structure, built on local and global insights.
- 140 investing experts based worldwide, $159bn in AUM. (1)
Why Income?
3 big reasons why you should consider income
Economic activity in the major economies is expected to slow, even though some economies will be more resilient than others. When growth loses momentum, less risky assets that offer investors predictable cash payments, such as bonds, can often do better.
Our income strategies push forward
The year for income
(1) Source: Aberdeen Investments, 30 June 2023