A weakening global economy and declining corporate earnings have turned Robeco SAM’s fixed income strategy defensive, according to the firm’s Singapore CEO.
Category: Industry views
Schroders: High yield shaky as growth slows
A majority of Schroders’ global credit income fund is invested in investment grade bonds.
Equity run is not over, SSGA says
State Street Global Advisors is positioning its funds “defensively in an active way” as it expects a slowdown not a recession, according to the asset manger’s Asia Pacific head of investments.
Eastspring’s call: US equities over all others
A buoyant domestic economy should support US equities, while incremental yield can be earned with Asia high yield bonds and selective carry currencies.
High yield too expensive, says Amundi
The expected July interest rate cut in the US is unlikely, according to Boston-based Ken Taubes, chief investment officer for Amundi.
Why Jollibee fits T Rowe manager’s taste
Portfolio manager Eric Moffett prefers stable companies to high growth businesses in Asia.
Morgan Stanley’s risk expert on portfolio building
The risk that Morgan Stanley IM has been repositioning for is the trade dispute, said Andrew Harmstone, head of the global risk control team, who explains the firm’s approach to risk control.
Muzinich seeks low risk enhanced yield
The US-based fund manager is wary about moving down the credit curve to gain incremental yield and expects declining interest rates to sustain fund performance.
A look at ASI’s Aussie bond fund
Australian bonds offer investors relatively high yields from defensive credits, according to Aberdeen Standard.
High conviction China fund aimed at long term
In Xingtai Capital’s highly concentrated China fund, the top ten account for 60% of the portfolio, which holds only 20-30 positions.
