With rate cuts pushed back, higher coupons in the senior loan market are looking more attractive, but be wary of an uptick in defaults.
Category: Fixed Income
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.
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
