2021 Outlook: High Yield And The Road To Recovery

Aegon Asset Management
By December 29, 2020 09:22

2021 Outlook: High Yield And The Road To Recovery

Credit markets weathered a turbulent year in 2020 as the Covid-19 outbreak resulted in economic shutdowns, plummeting growth and volatile markets. Against this backdrop, fundamentals deteriorated, downgrades skyrocketed and default activity increased. After one of the quickest bear markets in history, fear-induced selling quickly turned to hopeful buying as fiscal stimulus and relentless US Federal Reserve (Fed) support helped restore confidence. Following the extreme spread widening in March and April, high yield staged an impressive rally as strong market technicals and persistent investor demand erased prior losses. After a string of positive vaccine news in November, high yield continued to rally on the prospects of a return to normalcy and continued economic recovery in 2021.  

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In a complex world we think and act across traditional boundaries. We organize our teams globally by asset class, to bring the breadth and depth of our investment and research capabilities together for clients across the world. We call it investing beyond borders..

Website: www.aegonam.com

Bas Smit
Business Development Manager, Netherlands
Tel: +31 6 12 27 62 73
bas.smit@aegonam.com

Jeroen van Wilgenburg
Business Development Manager, Netherlands
Tel: +31 6 51 35 24 20
jeroen.wilgenburg@aegonam.com

Aegon Asset Management
By December 29, 2020 09:22

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#HighYield – #Research Highlights by http://OpinioPro.com -> https://www.opiniopro.com/2021/01/editorteam/highyield-research-highlights/

Chief Investment Strategist @hanswstegeman advocates a paradigm shift to restore the balance between nature, society, and the economy.

Listen to this podcast of @trends_be (Dutch), in which he lays out his vision: "A sustainable society does not have to be a socialist paradise."

Municipal bonds have rebounded from their meltdown, but there's still value — if you know where to look. See where we’re uncovering the most attractive #AfterTax yields. https://bit.ly/2LXKEO0

In a context where active risk management remains key, alternative assets can add some asymmetry to traditional equity and fixed income portfolios. What assets do you think investors should consider in 2021? #UBPInvestmentOutlook http://Bit.ly/InvestmentOutlook_2021

Are there better risk strategies than diversification? Sébastien Page, Head of Global Multi Asset, answers this question and more as part of our Beyond Disruption series with the CNBC Brand Studio. Watch the full interview: https://cnb.cx/35D3mlm

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