Barings: Issuer limits creating opportunities in IG credit
Barings portfolio manager Stephen Ehrenberg shares where the firm is seeing opportunities in credit.
Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
Pimco launches four active ETFs in Australia
The fixed-income specialist has launched four active ETFs Down Under.
Robeco launches sovereign debt strategies
The strategies will be managed by the new emerging market debt team that was hired last year.
UBP: Expect another leg higher in yields
The Swiss private bank is bearish on longer duration bonds and credit.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
HSBC AM launches a strategic duration and income bond fund
The strategy adopts a dynamic asset allocation to unlock opportunities across fixed income markets.
‘Take more risk in credit rather than taking risk in rates’: FSA Breakfast Briefing Fixed Income
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore favoured taking credit risk over duration risk.
DWS expects 20% plus jump in equities in 2025
The asset manager warned at the same time that negative events could weigh on market sentiment.
Will bond yields stay higher for longer?
The rising likelihood of ‘higher for longer’ rates could make income assets more appealing.
Amundi launches India Bond fund with SBI FM
The fund will focus on Indian local debt and money market securities.
Schroders backs Asian LC bonds
Rate cuts and higher growth are among factors supporting continued performance.
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’.
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FSA SPY
The FSA Spy market buzz – 28 February 2025
Invesco’s oil bet; Star fund manager dangers; Federated Hermes is thinking biodiversity; BlackRock is worrying about the world; Janus Henderson on Nvidia; Fear and Greed; Bitcoin woes and much more.
