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.
Tag: Bonds
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.
Pressure builds on RMB after Brexit
China’s yuan as well as regional currencies are likely to see selling pressure, according to analysts who opined on the outcome of today’s vote.
Vanguard joins in with EM chorus
The firm sees improvement in the risk-reward balance for sovereign and investment grade corporate bonds in emerging markets.
Singapore widens retail investor bond access
Retail investors are now able to invest in a suite of bonds previously closed to them after the Singapore Exchange introduced a new “bond seasoning framework”.
BNPP sees big changes in China’s fixed income
The asset class is undergoing significant changes as authorities pull away from an implicit promise to protect investors from bond defaults, said Chi Lo, Greater China senior economist at BNP Paribas Investment Partners.
Fidelity: China de-leveraging is healthy
The sharp rise in Chinese onshore bond defaults should not be exaggerated as the deleveraging of weak corporates is inevitable, said Bryan Collins, portfolio manager at Fidelity International.
Bosera, SLI to launch EM fund in Hong Kong
The Emerging Opportunities Bond Fund mainly invests in global emerging market debt securities and emerging market currencies.
