Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Tag: Bonds
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.
T Rowe Price: Don’t be a hero and take large bets into 2024
The asset manager cautions investors against taking substantial positions going into the uncertain market conditions of 2024.
Deutsche Bank PB says Asia is the global growth engine
The private bank’s chief investment office (CIO) identifies 12 key themes for 2024.
J.P. Morgan AM: The window is closing to buy long duration
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.
Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
