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: Asset managers
Capital Group moves overweight European bonds
Damir Bettini, portfolio manager at Capital Group, explains why he favours European investment grade bonds at the moment.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
AllianzGI: Stewardship in China is improving
Chris Liu, stewardship analyst at AllianzGI, explains why the lack of a stewardship code hasn’t held back progress in China.
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.
Janus Henderson aims to double AUM in Asia in five years
Andrew Hendry, Asia Pacific CEO at Janus Henderson, explains how the firm has turned the page following the merger in 2017.
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.
Why this top quintile fund manager is increasing his exposure to Taiwan
Jason Pidcock, investment manager at Jupiter, has been increasing his exposure to Taiwan in recent months following the AI boom.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
