Attractive valuations, reduced macro vulnerabilities and a weaker US dollar are key factors that support appetite for local emerging market (EM) debt, according to Abdallah Guezour.
Tag: Bonds
Schroders: bond opportunities amid panic selling
Fixed income investors should diversify allocations, says Schroders’ Swa Wu.
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
UBS GWM: Gold, quality bonds and hedge funds
There are ways to mitigate portfolio volatility, says UBS Global Wealth Managment CIO.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
Lombard Odier’s Asia CIO: We don’t see any imminent recession
Markets are seeing a mid-cycle slowdown rather than a full blown recession, according to John Woods, Lombard Odier chief investment officer, Asia.
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.
Into 2025: Managers say how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Pictet WM favours US equities, Europe fixed income
Cash is no longer king as rate cuts approach in 2025.
