Fixed Income Archives - Fund Selector Asia

UBP: Expect another leg higher in yields

The Swiss private bank is bearish on longer duration bonds and credit.

Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.

Rising market uncertainty could boost returns for fixed income investors, says the asset manager.

The strategy adopts a dynamic asset allocation to unlock opportunities across fixed income markets.

Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore favoured taking credit risk over duration risk.

The asset manager warned at the same time that negative events could weigh on market sentiment.

The rising likelihood of ‘higher for longer’ rates could make income assets more appealing.

The fund will focus on Indian local debt and money market securities.

Rate cuts and higher growth are among factors supporting continued performance.

Commentators believe ‘systemic risks to the market are low’.