Jim Leaviss, head of retail fixed interest at M&G Investments, comments on emerging market corporate bond opportunities and developed market default rates.
Tag: Bonds
Kaan Nazli EM comment
With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.
Richard Jeffrey bond markets
Apprehension concerning overall growth prospects has knocked inflation expectations in recent weeks, exacerbated by falling energy prices and disinflation in the eurozone.
GPIF from bonds to equities
Japan’s $1.2 trillion Government Investment Pension Fund plans to dramatically increase domestic and foreign equity exposure while cutting positions in domestic bonds.
One way to play rising rates
A high yield product that links to the LIBOR rate could be a suitable way to play the next act of the interest rate saga, according to M&G Investments.
One way to play rising rates
A high yield product that links to the LIBOR rate could be a suitable way to play the next act of the interest rate saga, according to M&G Investments.
StanChart on the case for equities
European equities and RMB bonds are among the favourite investment classes at Standard Chartered Bank, said Steve Brice, chief investment strategist, group wealth management.
Gross and the bond market unconstrained
Exactly what former Pimco CIO, Bill Gross, does with his new unconstrained bond fund will be closely watched.
Should shrewd bond managers prepare for a shock
The volatile mix of global divergence in monetary policy and some highly charged geopolitical hotspots should give fixed income fund managers plenty to think about over the coming weeks.