Current market volatility is due to uncertainty around the start date, Rieder said. He disagrees with conventional opinion that all emerging markets will be under pressure once the US Fed moves to hike rates later this year. Rieder believes a 25 basis point rate rise will come in September and further hikes will be cautious […]
Tag: Bonds
Is it time for an unconstrained strategy?
“There has been a big increase in demand for unconstrained investing strategies. A lot of investors are concerned about the sell-off in emerging markets in case the US Federal Reserve hikes rates,” Stitt said, in an interview with Fund Selector Asia. “They are still drawing parallels from the taper tantrum. A lot of clients are, therefore, […]
Developed market bonds have negative yield
Nearly $4trn in developed market bonds have a negative yield. Market participants are accustomed to the possibility of losing money, but the certainty of losing money is another matter, writes Jim Cielinski, global head of fixed income at Columbia Threadneedle Investments.
Pictet launches Chinese debt fund
Pictet Asset Management has launched the Pictet Chinese Local Currency Debt fund.
Are we reaching a tipping point for Asian bonds
As central bankers in the West continue tripping over themselves in the rush to make dovish noises on holding rates lower for longer and showing patience as Fed chair Janet Yellen likes to say, even highly cautious investors may be reaching a tipping point.
The multiple paths to income
An income strategy is not limited to a bunch of conventional bonds, delegates heard at FSA’s Income Forum in Hong Kong last week. In fact, there are plenty paths that lead to consistent income. Here are three.
Bond review shows European underperformance
In 2014, European bonds were the biggest underperformers in both corporate and government bond segments, according to data from FE.
Asia bonds proved attractive in 2014
Despite the eruption of volatility in December, last year’s pan-Asia bond yields were 6.7%, according to S&P’s data.
Support remains for EM bonds
Jim Leaviss, head of retail fixed interest at M&G Investments, comments on emerging market corporate bond opportunities and developed market default rates.
Kaan Nazli EM comment
With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.