The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.
Category: Fixed Income
Investors weigh economic outlook for bond allocations
Fixed income portfolios should assess different risk scenarios to inform investment decisions for corporate bonds, says Schroders.
Passive funds suffer pitfalls in short-dated credit
Fidelity International sees passive funds as sub-optimal for exposure to high-quality short-dated credit.
Which funds have exposure to Country Garden?
Morningstar data show the seven funds in Hong Kong and six in Singapore that have exposure to China’s embattled property developer.
Longer duration bonds to see renewed demand
Allianz Global Investors sees opportunities emerging in government bonds as tightening cycles mature.
Aviva Investors: High yield valuations ‘make sense’
Aviva Investors’ Sunita Kara makes the contrarian case for high yield currently.
Asian credit to reward investors for rest of 2023
Schroders sees the region’s growth outlook and other tailwinds as key drivers for Asian credit as an attractive asset class.
PGIM urges active approach to global bonds
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
T Rowe Price’s Chan: ‘we are seeing interest for IG only mandates’
Sheldon Chan also details the reasons for the fund’s outperformance so far this year.
High yield managers look beyond China property
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
