The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
Category: Fixed Income
Pictet WM backs fixed income in global economic slowdown
Investors should lock in record bond yields and prefer cash-rich companies as the world economy weakens.
Vanguard: higher rates are the ‘single best economic development’ in 20 years
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study.
Asset managers upbeat on emerging markets debt
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
BNP Paribas launches green infrastructure debt fund
The fund is classified as “Article 9” under the Sustainable Finance Disclosure Regulation.
BNY Mellon IM sets out bond strategy
BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
DWS expects superior returns from risk investments
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
