Currencies become key to fixed income opportunities
Local currency bonds are attractive as the environment for fixed income starts to turn positive after a multi-year downtrend, according to Federico García Zamora, managing director at BNY Mellon’s Standish Mellon.
CIC’s Yun cites some reasons to be bullish on China
China is now in a Goldilocks situation, and it should continue in 2018, according to Edmund Yun, Hong Kong-based head of investment solutions at CIC Investor Services.
Lat Am, local debt, high yield
Latin American bonds can be an attractive source of yield in the low interest rate environment, but hedges should be in place to protect against any spike in inflation, argues Guillermo Felices, senior market strategist at BNP Paribas Asset Management.
Does Catalonia raise EU risk?
Catalonia’s drive for independence from Spain underscores the growing number of people profoundly dissatisfied with European leadership. However, Paras Anand, Europe CIO of Fidelity International, said his firm has not made any portfolio changes in response.