The spread between the two-year and 10-year treasury is now 0.09%.
Tag: Bonds
Trim and insulate for rising HY risk
Changes to Brandywine Global’s bond portfolio involve a pullback from risk assets as interest rates and the US dollar rise, said Brian Kloss, portfolio manager and head of high yield.
HEAD-TO-HEAD: Bosera vs E Fund
FSA compares the Bosera Credit Market Fund and the E Fund Stable Value Bond Fund.
Asia drives Jupiter’s Dynamic Bond outflows
Jupiter CEO Maarten Slendebroek said its Dynamic Bond Fund is suffering outflows because Asian investors are more optimistic about junk bonds, while European investors do not find the fund defensive enough.
HEAD-TO-HEAD: Invesco vs Schroders
FSA compares the Invesco Euro Corporate Bond Fund with the Schroder ISF Euro Corporate Bond Fund.
Bond Connect still in ‘beta testing’
The slow development of Bond Connect and muted investor interest may delay the inclusion of Chinese bonds in global indices, according to industry sources.
Video: Legg Mason on multi-sector investing
Brian Kloss, portfolio manager and head of high yield for Legg Mason affiliate Brandywine Global, says small caps should do well and the dollar will likely appreciate when the US reverses QE.
Video interview: Hermes’ Mitch Reznick
The co-head of Hermes Investment Management credit team answers three questions about to the broader bond market.
Bonds are the new commodities in a ‘dangerous neighbourhood’– JP Morgan
A negative yielding bond is trading like a commodity, according to Oksana Aronov, managing director of JP Morgan’s Income Opportunity Fund.
UBS prefers equities to bonds
The bank has tactical overweight positions on equities and prefers US equities relative to high-grade bonds.
