Schroders global fixed income managers say higher dispersion will require careful credit selection
Category: Fixed Income
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.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Barings’ Schauer: Refinancing fears are overblown
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
What do the conflicting signals of the bond market mean for investors?
Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?
BlackRock: Take more risk in credit
The asset manager tilts more risk-on, favouring euro area high yield credit and emerging market debt.
Nuveen backs high yield bonds
The CIO prefers higher quality sectors and enterprise revenue business models among high yield bonds and senior loans.
