Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Category: Fixed Income
Julius Baer keeps faith in tech theme
Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
BlackRock: Asia bonds have diversification benefits
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.
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.