Vishal Khanduja

Featured in: Favicon

fundspeople.com Favicon

investordaily.com.au Favicon

fundssociety.com

Articles

Consecuencias no deseadas: las contrapartidas económicas y corporativas de los aranceles

Dec 9, 2024 | fundssociety.com | Vishal Khanduja

Los gobiernos llevan utilizando los aranceles desde tiempo atrás como una herramienta al servicio del proteccionismo, esto es, como un mecanismo para proteger a sus sectores nacionales e incrementar la recaudación pública. Sin embargo, su impacto en la economía en su conjunto es amplio y complejo.
Cómo navegar por la curva de tipos

Aug 26, 2024 | fundssociety.com | Vishal Khanduja |Leon Grenyer |Jeffrey Mueller

El mercado de bonos actual ofrece a los inversores un conjunto excepcional de oportunidades que se adaptan a una amplia gama de objetivos para una cartera. Si bien los tipos han subido a lo largo de la curva en numerosos mercados, los tipos han subido principalmente en la parte corta.
Navegando la curva de tipos

Aug 5, 2024 | fundssociety.com | Vishal Khanduja |Leon Grenyer |Jeffrey Mueller

El mercado de bonos actual ofrece a los inversores un conjunto excepcional de oportunidades que se adaptan a una amplia gama de objetivos para una cartera. Si bien los tipos han subido a lo largo de la curva en numerosos mercados, los tipos han subido principalmente en la parte corta.
A Strategic Time to Invest in Core and Core Plus Strategies

Jul 1, 2024 | eatonvance.com | Vishal Khanduja |Brian Ellis

A decade of extremely low interest rates followed by the Federal Reserve's aggressive policy normalization created a challenging environment for bond investors over the last two years. We see the environment for fixed income improving greatly from here for these reasons:KEY POINTS1. Income: Starting yields are near post-financial crisis highs and have been a reliable indicator of future returns. 2.
Navigating the curve: ¿qué áreas del mercado de bonos deberían explorar los inversores?

Jun 27, 2024 | fundspeople.com | Jeffrey Mueller |Leon Grenyer |Vishal Khanduja

Jeffrey Mueller, Leon Grenyer y Vishal Khanduja describen algunas estrategias para tratar de obtener mayores niveles de rentas recurrentes. Comentario patrocinado por Morgan Stanley Investment Management. Regístrate en FundsPeople, la comunidad de más de 200.000 profesionales del mundo de la gestión de activos y patrimonios. Disfruta de todos nuestros servicios exclusivos: boletín matinal de noticias, alertas con las novedades de última hora, biblioteca de revistas, monográficos y libros.
Making a Compelling Case for Core and Core Plus Strategies

Feb 20, 2024 | eatonvance.com | Vishal Khanduja |Brian Ellis

A decade of extremely low interest rates followed by the Federal Reserve's aggressive policy normalization created a challenging environment for bond investors over the last two years. We see the environment for fixed income improving greatly from here for these reasons:KEY POINTS1. Income: Starting yields are near post-financial crisis highs and have been a reliable indicator of future returns. 2.
2024 Outlook: Multi-Sector Fixed Income, Return of the Core

Dec 19, 2023 | eatonvance.com | Vishal Khanduja |Brian Ellis

A Myriad of Macroeconomic Drivers Are in Play; However, We See a Stronger Backdrop for Fixed Income Markets in 2024. KEY POINTS 1. A decade of extremely low interest rates followed by the Federal Reserve's aggressive policy normalization created a challenging environment for bond investors over the last two years. The breakdown of the inverse correlation between long-term, risk-free rates and spread sectors has led investors to rethink their fixed income allocations. 2.
Compelling Opportunities Across the Yield Curve and Credit Spectrum

Aug 25, 2023 | eatonvance.com | Vishal Khanduja

KEY POINTS 1. We believe a shift in allocation towards higher quality securities is prudent. 2. We see compelling opportunities across corporates and securitized sectors. 3. The environment is suited for a flexible and active management approach to fixed income allocation.