Peaking bond yields, measured rate hikes in Asia and robust regional corporates make it an appealing time to buy local bonds, according to Eastspring Investments.
Category: Fixed Income
T Rowe Price urges more flexible bond buying
With the past decade probably a poor guide for bond markets going forward, T Rowe Price believes investors can capture new opportunities by being flexible and focusing on volatility management.
Pimco prioritises resilience over yield
The dynamics of shorter business cycles, higher volatility and diminished policy responses warrant a focus on portfolio resilience rather than a search for yield, according to Pimco.
Duration to help portfolios weather downturn
As recession risks grow, investors should consider adding duration to their portfolios, according to Fidelity International.
HSBC GPB sets out diversification strategy
The wealth manager focuses on quality earnings among global equities, and is positive on credit.
T Rowe Price favours Asia credit
The investment manager believes Indonesia and India credits present better opportunities than China amid volatility.
Shifting social trends weigh on issuers
As the views and preferences of consumers on social issues change, so too does the credit risk associated with companies in certain sectors, according to Fitch.
Pinebridge expects a China property rebound
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
Schroders puts bond yields under the spotlight
Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.
Impact bonds come under greater scrutiny
Amid the growth in the impact bond market, investors need to be mindful of the potential risk of impact washing, according to Insight Investment.
