$200bn of HY bonds are likely to migrate back to the IG market, according to Barings.
Category: Fixed Income
Duration to drive bond returns
As recovery in the bond markets persists in the face of growth and inflation, rotating from credit to duration will provide returns during the coming quarters, says PGIM Fixed Income.
Deutsche Bank IPB is positive about China markets
Despite headwinds, Chinese equities and bonds offer opportunities for investors this year, according to the German wealth manager.
Risks of income funds
Too often income funds reach into capital to pay high distributions, according to Morningstar.
Valuations hint at credit caution
Credit markets are generally expensive and the upside to returns is limited, according to Axa Investment Managers (Axa IM).
Pictet AM sees bright spot in China bonds
The double whammy of slowing growth and rising inflation is dampening equity and credit opportunities, but Chinese government bonds offer potential, says Pictet Asset Management (Pictet AM).
China bonds to lure yield-hunters
Investors seeking opportunities to capitalise on China’s robust growth path should look at domestic fixed income as the bond market continues to open wider, says Schroders.
Pinebridge launches Asia HY bond fund
The total return product will integrate ESG factors in the investment process.
Chinese onshore bonds boost portfolio diversity
Foreign investors continue to allocate to onshore debt throughout market cycles, with investment grade bonds particularly appealing, according to Aberdeen Standard Investments (ASI).
Mutual Fund Top Trumps – Asian high yield bonds
This week FSA presents a quick comparison of two Asian high yield bond products: the Fidelity Asian High Yield Fund and the UBS Asian High Yield Fund.
