Quality will count in the last quarter of 2023 in both equity and bond markets.
Category: Fixed Income
Invesco’s Man: when it comes to duration the sweet spot is in the middle
Invesco’s Man also says that he prefers high-quality investment grade over high yield at the moment.
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
abrdn’s Loh: ‘By no means do we think the wheels are falling off in China’
Henry Loh, head of Asia credit at abrdn, explains why he is less bearish on China than some of his peers.
Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
BlackRock backs short-term bonds for the long term
The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.
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.
