Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
Tag: Bonds
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
Five top performing bond funds on track for another strong year
FSA highlights five global bond strategies that have outperformed in the first quarter of 2024 after top-ranked performance in 2023.
Schroders: High yield is not a slam dunk anymore
Schroders global fixed income managers say higher dispersion will require careful credit selection
JPMAM: lock in bond yields
JP Morgan Asset Management’s EMEA chief market strategist warns against the seduction of cash rates.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
JP Morgan PB’s Leung: stay invested and seek alpha
Investors should take a long-term view to generate strong returns from bonds, equities and alternatives, Yvonne Leung, managing director, head of managed solutions Asia, JP Morgan Private Bank tells FSA.
Man Group: US bond yields are high, but valuations aren’t cheap
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.
T. Rowe Price: Why wouldn’t you add short duration?
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
