Developed government bond yields just aren’t there and the firm’s multi-asset product managers instead look for more niche fixed income.
Category: Asset Class in Focus
Searching for incremental yield
Dedicated high yield bond portfolios have boasted the best returns among fixed income funds during the past decade.
Schroders multi-asset fund goes on defensive
The chance of a US recession is rising, so multi-asset funds should aim to minimise losses rather than maximise returns, according to Schroders head of fixed income and multi-asset, Australia.
A look at NB’s mobility-themed fund
Self-driving cars are a fantastic investment story, but what are the risks? Yan Taw Boon, co-manager of Neuberger Berman’s mobility fund, explains.
China’s bond index inclusion a game-changer
At least $150bn will flow into China’s bond markets as Chinese government securities are phased into the BBGA Index, according to HSBC Global Asset Management.
TMT fund sector is the standout performer
The tech sector has posted the best absolute and risk-adjusted returns during the past three years, despite its headline-grabbing volatility.
Are ‘fallen angels’ a concern?
BBB bonds have mushroomed and fixed income, particularly high yield, has become a hot asset class in Asia again, according to Rachel Harris, senior investment director for credit at Aviva Investors.
JPMAM reduces risk in mixed-asset strategy
Despite the recovery in equity markets this year, JP Morgan’s flagship global income fund allocations reflect an environment of slowing earnings growth and rising macroeconomic risks.
Watching risk in Vietnam
The main risk is not from the US-China trade tension, which Vietnam could actually benefit from, according to Quynh Le Yen, Ho Chi Minh-based portfolio manager at Dragon Capital.
Bric originals shine among EM funds
The best emerging market funds are those which have stuck to the four countries first promoted as the Bric nations by Goldman Sachs 18 years ago.
