Fixed Income
Alternative Fixed Income

Opportunities in alternative fixed income

Published on
October 26, 2022
Contributors
RFPnetworks favicon
RFPnetworks editorial
Engagement & analytics
Subscribe

Trends newsletter

Get our insights on what asset manager selectors are reading. Delivered weekly.
Request successful. You will receive confirmation shortly.
Oops! Something went wrong while submitting. Try again.
In recent years alternative fixed income assets such as mortgage loans, infrastructure financing and private debt have become much more important categories for institutional investors. They can provide opportunities to increase portfolio yield when the (often lower) liquidity of these assets is not a constraint. This is typically the case for long-term investors, such as pension funds and life insurance companies.
Related Investment Trends

Alternative Fixed Income

Follow the asset managers and topics that are trending with manager selectors.
RFPnetworks asset-backed securities outlook 2023 depicted by elephant swimming in pool

ABS Outlook 2023 Mixed but Positive

The 2023 outlook for the Asset-Backed Securities (ABS) market varies across the many different types of securities backed by different assets. It's mixed.
Read post
RFPnetworks asset-backed securities outlook 2023 depicted by elephant swimming in pool

ABS Outlook 2023 Mixed but Positive

The 2023 outlook for the Asset-Backed Securities (ABS) market varies across the many different types of securities backed by different assets. It's mixed.
Read paper
Capital Group on RFPnetworks discussing asset-backed securities outlook 2023 depicted by landscape

Securitised credit: A useful diversifier

The excess yields available from investment-grade and high-yield corporate bonds are beginning to attract “crossover” investors.
Read post
Capital Group on RFPnetworks discussing asset-backed securities outlook 2023 depicted by landscape
Capital Group

Securitised credit: A useful diversifier

The excess yields available from investment-grade and high-yield corporate bonds are beginning to attract “crossover” investors.
Read paper
RFPnetworks Alternative Credit research papers depicted by man at vending machine

Alternative Credit Fixed Income Investors

Alternative Credit is attracting Private Equity and Real Estate investors. Yields are relatively compelling and mitigate many risks not rewarded today.
Read post
RFPnetworks Alternative Credit research papers depicted by man at vending machine

Alternative Credit Fixed Income Investors

Alternative Credit is attracting Private Equity and Real Estate investors. Yields are relatively compelling and mitigate many risks not rewarded today.
Read paper
Alternative Credit Research by Aegon on RFPnetworks depicted by box of chocolates.

Opportunities in alternative fixed income

In recent years alternative fixed income assets such as mortgage loans, infrastructure financing and private debt have become much more important...
Read post
Alternative Credit Research by Aegon on RFPnetworks depicted by box of chocolates.
Aegon Asset Management

Opportunities in alternative fixed income

In recent years alternative fixed income assets such as mortgage loans, infrastructure financing and private debt have become much more important...
Read paper
RFPnetworks CLO Equity Manager Research depicted by a waterfall

Why Invest in CLO Equity Before A Recession

CLO Equity performance has surprised investors in the aftermath of every crisis going back to 2022. Is this crisis different for CLO Equity?
Read post
RFPnetworks CLO Equity Manager Research depicted by a waterfall

Why Invest in CLO Equity Before A Recession

CLO Equity performance has surprised investors in the aftermath of every crisis going back to 2022. Is this crisis different for CLO Equity?
Read paper
RFPnetworks Real Asset Debt research depicted by power cable pylon.

What To Expect from Real Asset Debt

Real Estate Debt and Infrastructure Debt have been popular asset classes for institutional investors. But will these illiquid assets perform in recession.
Read post
RFPnetworks Real Asset Debt research depicted by power cable pylon.

What To Expect from Real Asset Debt

Real Estate Debt and Infrastructure Debt have been popular asset classes for institutional investors. But will these illiquid assets perform in recession.
Read paper
ABS Research for Cash Portfolios on RFPnetworks depicted by dark empty parking lot with man walking

ABS in Cash Portfolios

ABS is being considered by treasurers as an alternative to money market funds as a means to manage liquidity, safety and yield over medium term.
Read post
ABS Research for Cash Portfolios on RFPnetworks depicted by dark empty parking lot with man walking

ABS in Cash Portfolios

ABS is being considered by treasurers as an alternative to money market funds as a means to manage liquidity, safety and yield over medium term.
Read paper
European Private Debt research on RFPnetworks depicted by museum in Paris

Comparing European and US Loans

European Investors often allocate to U.S. Loans before European Loans. But right now, European Loans seem to be attracting the most attention.
Read post
European Private Debt research on RFPnetworks depicted by museum in Paris

Comparing European and US Loans

European Investors often allocate to U.S. Loans before European Loans. But right now, European Loans seem to be attracting the most attention.
Read paper
CLO Loans Research on RFPnetworks depicted by plane flying above two skyscrapers

European or U.S. Loans

European Loans are being priced at levels that make them look attractive compared to U.S. Loans, and European and U.S. high yield bonds.
Read post
CLO Loans Research on RFPnetworks depicted by plane flying above two skyscrapers

European or U.S. Loans

European Loans are being priced at levels that make them look attractive compared to U.S. Loans, and European and U.S. high yield bonds.
Read paper
ABS Asset Backed Securities Research on RFPnetworks depicted by mercedes cars for sale with loan financing

Evaluating Consumer-Focused ABS

Consumer-focused Asset-Backed Securities (ABS) has the support of tight labour markets and strong household balance sheets. But there are risks ahead.
Read post
ABS Asset Backed Securities Research on RFPnetworks depicted by mercedes cars for sale with loan financing

Evaluating Consumer-Focused ABS

Consumer-focused Asset-Backed Securities (ABS) has the support of tight labour markets and strong household balance sheets. But there are risks ahead.
Read paper
Euro US CLO research on RFPnetworks depicted by dog with head out car window

European Loans vs US Loans

Syndicated European Loan issuance dried up in March 2022. Which raises the question of where loan investors will go next. The U.S. perhaps?
Read post
Euro US CLO research on RFPnetworks depicted by dog with head out car window

European Loans vs US Loans

Syndicated European Loan issuance dried up in March 2022. Which raises the question of where loan investors will go next. The U.S. perhaps?
Read paper
Securitised Credit research on RFPnetworks depicted by row of colourful wooden houses.

Agency MBS Performance

Agency Mortgage Backed Securities (AMBS) posted negative performance numbers not seen since in almost 3 decades. But are AMBS now oversold.
Read post
Securitised Credit research on RFPnetworks depicted by row of colourful wooden houses.

Agency MBS Performance

Agency Mortgage Backed Securities (AMBS) posted negative performance numbers not seen since in almost 3 decades. But are AMBS now oversold.
Read paper
Alternative Credit research on RFPnetworks depicted by close-up of twins eyes

Popular Alternative Credit Strategies

Alternative Credit investing is popular right now. They aim to solve many 60-40 portfolio headaches. But the underlying loans and assets are vary widely.
Read post
Alternative Credit research on RFPnetworks depicted by close-up of twins eyes

Popular Alternative Credit Strategies

Alternative Credit investing is popular right now. They aim to solve many 60-40 portfolio headaches. But the underlying loans and assets are vary widely.
Read paper
Loan CLO research on RFPnetworks depicted by old leather history book

Historical Loan & CLO Returns

Quarterly Loan & CLO Returns rarely enter negative territory with only 14 incidents since 2000. Raising the question, what are investors expecting now.
Read post
Loan CLO research on RFPnetworks depicted by old leather history book

Historical Loan & CLO Returns

Quarterly Loan & CLO Returns rarely enter negative territory with only 14 incidents since 2000. Raising the question, what are investors expecting now.
Read paper
Loan CLO Research on RFPnetworks depicted by person running up stairs in trainers

How To Handle Hikes In Rates in 2022

Should Fixed Income investors turn to Bank Loans? Read the latest views from senior secured bank loan and CLO investment managers inside RFPnetworks.
Read post
Loan CLO Research on RFPnetworks depicted by person running up stairs in trainers

How To Handle Hikes In Rates in 2022

Should Fixed Income investors turn to Bank Loans? Read the latest views from senior secured bank loan and CLO investment managers inside RFPnetworks.
Read paper

Are you an asset manager selector?

Access 40k+ professional investment research white papers