Investors no longer need to obsess over duration and spreads in a higher interest rate environment.
Category: Fixed Income
Allspring: ‘the US is detaching itself from the rest of the world’
Henrietta Pacquement, head of the global fixed income team at Allspring Global Investments, explains why diversifying across geographies now makes sense.
Five top performing bond funds on track for another strong year
FSA highlights five global bond strategies that have outperformed in the first quarter of 2024 after top-ranked performance in 2023.
Fixed-term bond funds double net inflows in 2023
Fixed-term bonds hit a sweet spot as investors took advantage of high interest rates.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Schroders: High yield is not a slam dunk anymore
Schroders global fixed income managers say higher dispersion will require careful credit selection
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
JPMAM: active is the revolution within the ETF industry
Active ETFs combine the skills of portfolio managers with the efficiencies of passives, says JPMAM’s Apac ETF head.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
