2024 is going to be a pivotal year for fixed income as the markets gain some clarity on the timing of the Feds rate pause, according to BlackRock.
Category: Fixed Income
Five bond fund giants up double digits in 2023
FSA highlights five bond funds over $5bn in size that posted double digit gains in 2023
US dollar overvaluation is ‘once in a generation’ opportunity for EM Debt: GMO
The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
Pictet WM backs fixed income in global economic slowdown
Investors should lock in record bond yields and prefer cash-rich companies as the world economy weakens.
Vanguard: higher rates are the ‘single best economic development’ in 20 years
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study.
Asset managers upbeat on emerging markets debt
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
BNP Paribas launches green infrastructure debt fund
The fund is classified as “Article 9” under the Sustainable Finance Disclosure Regulation.
BNY Mellon IM sets out bond strategy
BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.