Wellington, Vanguard and Blackstone partner to combine public-private assets
The firms aim to bring multi-asset strategies with both public and private assets to the masses.
Aberdeen’s global FI head sticks to wholesale push
Jonathan Mondillo, Aberdeen’s global head of fixed income, tells FSA he is sticking to the firm’s credit research platform.
Global high yield: Man versus T. Rowe Price
FSA compares the Man High Yield Opportunities fund and the T. Rowe Price Global High Yield Bond fund for this week’s head-to-head.
Invesco and TRP back Asian bonds amid tariffs
Active security selection is essential say Asia fixed income strategists.
Ninety One: Blind tasting in fixed income
Emerging markets deserve a place in global bond portfolios, with alpha delivered through individual selection, according to Ninety One’s Alan Siow.
Ninety One: Unlocking global credit income opportunities
Darpan Harar at Ninety One explains the benefits of an active, unconstrained fixed
income strategy.
TT International unveils EM macro strategy
The TT EM Macro Strategy will focus on top-down factors.
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
M&G launches new China fund
The M&G (Lux) China Fund is available to professional investors across Asia.
Allianz Global Investors: Short-duration high yield bonds combine returns with low volatility
Exposure to high yield bonds helps diversify core fixed income portfolios, says Karen Chen, senior product specialist at Allianz Global Investors.
TT International launches European credit strategy
The TT Credit Opportunities strategy focuses on catalyst-driven corporate credit situations across Europe.
Eastspring: Asia bonds offer value
Investment grade Asian bonds provide high income in volatile times, says portfolio manager Rong Ren Goh.
Barings: Issuer limits creating opportunities in IG credit
Barings portfolio manager Stephen Ehrenberg shares where the firm is seeing opportunities in credit.
Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
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FSA SPY
The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
