The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to.
Category: Fixed Income
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.
Pimco launches four active ETFs in Australia
The fixed-income specialist has launched four active ETFs Down Under.
Robeco launches sovereign debt strategies
The strategies will be managed by the new emerging market debt team that was hired last year.
UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
HSBC AM launches a strategic duration and income bond fund
The strategy adopts a dynamic asset allocation to unlock opportunities across fixed income markets.
‘Take more risk in credit rather than taking risk in rates’: FSA Breakfast Briefing Fixed Income
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore favoured taking credit risk over duration risk.
