Strong fund inflow momentum was abruptly reversed by President Trump’s tariffs announcement, Calastone fund data shows.
Category: Fixed Income
GMO: Quant-driven bond investing is a “ripe” opportunity
The asset manager argues that a quant-driven approach can find alpha that is overlooked by traditional fundamental credit research.
Eastspring backs Asia local bonds
Asia local currency bonds offer yield, stability, and diversification, says Eastspring’s Rong Ren Goh.
Fidelity: Allocate to Asia local currency bonds for diversity
With extreme market swings in recent months and the current lack of clarity, quality and diversification are back in focus for fixed income, says Lei Zhu.
Wellington partners with Bank of China HK to distribute credit fund
The Wellington Credit Income fund invests in a diversified portfolio of credits, seeking total returns and income.
Schroders: bond opportunities amid panic selling
Fixed income investors should diversify allocations, says Schroders’ Swa Wu.
TT International: Correlations between assets have changed
Emerging market debt stands to benefit from investors looking to diversify out of traditional safe haven assets, according to Jean-Charles Sambor, head of emerging markets (EM) debt at TT International.
Let Powell drive the bus
Trump’s attacks make it harder for the Fed chair to steer the economy through the storm.
Manulife Investments launches money market fund
The repositioned fund invests in liquid, high quality money market instruments.
State Street sees potential tailwinds for long-dated US treasuries
Potential regulatory reforms on the horizon could be a tailwind for US treasuries, according to State Street strategists.
