Asia credit should continue to hold up well, buoyed by robust economic growth in the region, said the CIO of Asia fixed income at JP Morgan Asset Management.
Category: Fixed Income
How much longer will gilt and treasury yields remain in lockstep?
The UK debt burden is high, but why has the more benign inflationary outlook not filtered through to gilt prices?
Nomura’s Connie Sin recommends regular portfolio health checkups
High quality, income-generating assets offer the best investment opportunities, according to a wealth manager’s fund selector.
HEAD-TO-HEAD: Axa versus Barings
FSA compares the Axa Global High Yield Bonds fund and the Barings Global High Yield Bond fund.
Invesco: Higher for longer extends runway for leveraged loan outperformance
With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Wellington inks distribution deal with SCPB
Standard Chartered Private Bank will distribute Wellington Management’s Credit Total Return fund.
Muzinich: Spreads aren’t the only game in town
Investors no longer need to obsess over duration and spreads in a higher interest rate environment.
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.
