Claudia Gollmeier, head of investment management, APAC & MEA & managing director, Singapore at Colchester Global Investors, explains how the firm focuses on real yields and FX returns.
Category: Fixed Income
UBS AM backs China equities
UBS AM is also positive on Asia tech and high yield bonds, senior managers told a roundtable.
GSAM’s Niaz recommends a barbell bond strategy
Short-dated securitised credit and Asia high yield offer the optimal mix, according to Goldman Sachs Asset Management’s Salman Niaz.
NAM expands its quantitative capabilities into systematic fixed income
Nordea Asset Management (NAM) has recruited Lucette Yvernault and Marton Huebler from Fidelity International.
PIMCO launches new active ETF in Australia
It offers a local fixed interest strategy with a minimum of 50% AUD-denominated bonds,
Aviva Investors overweights global equities
The global policy aftershocks create challenges and opportunities, said the asset manager’s head of investment strategy.
PGIM’s Robert Tipp sees opportunities in corporate bonds
A bottom-up approach can generate a repeatable alpha strategy, according to PGIM’s chief investment strategist, fixed income and head of global bonds.
DNCA CIO: Global fiscal deficit fears are overdone
François Collet, chief investment officer of DNCA, argues there’s value in certain government bonds.
Allianz GI appoints new Apac CIO of fixed income
Mark Tay will take the Apac leadership position as Jenny Zheng assumes the role as chief investment officer for fixed income.
Allspring’s Noah Wise: Growth and inflation are not priced in
Now is the time to move up in quality and dial back risk in bond markets, according to Noah Wise, senior portfolio manager at Allspring.
