Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Tag: Bonds
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.
Which funds are exposed to Chinese property?
Morningstar data shows that 15 funds available for distribution in Hong Kong and Singapore were exposed to China’s troubled property sector at the start of the year.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Five bond fund giants up double digits in 2023
FSA highlights five bond funds over $5bn in size that posted double digit gains in 2023
The FSA Spy market buzz – 5 January 2024
Change at BNP Paribas Asset Management, BNY Mellon Investment Management’s homespun wisdom, Bitcoin ETF launch tension, T Rowe Price on active vs passive, Bad bonds, US debt and much more.
Vanguard: higher rates are the ‘single best economic development’ in 20 years
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Asset managers upbeat on emerging markets debt
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
BNP Paribas launches green infrastructure debt fund
The fund is classified as “Article 9” under the Sustainable Finance Disclosure Regulation.
