The TT EM Macro Strategy will focus on top-down factors.
Category: Fixed Income
TT International: Investors need to rethink EM debt framework
Investors need to adapt to a different macro story when it comes to the emerging market
debt, according to JC Sambor.
M&G launches new China fund
The M&G (Lux) China Fund is available to professional investors across Asia.
Allianz Global Investors: Short-duration high yield bonds combine returns with low volatility
Exposure to high yield bonds helps diversify core fixed income portfolios, says Karen Chen, senior product specialist at Allianz Global Investors.
TT International launches European credit strategy
The TT Credit Opportunities strategy focuses on catalyst-driven corporate credit situations across Europe.
Eastspring: Asia bonds offer value
Investment grade Asian bonds provide high income in volatile times, says portfolio manager Rong Ren Goh.
Barings: Issuer limits creating opportunities in IG credit
Barings portfolio manager Stephen Ehrenberg shares where the firm is seeing opportunities in credit.
Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
