BNY Mellon IM’s global credit head finds value in long duration US treasuries and corporate bonds.
Tag: emerging markets fixed income
VIDEO: JUPITER ASSET MANAGEMENT ON LATE-CYCLE INVESTING
Fabrizio Palmucci, manager of the Jupiter Global Emerging Markets Short Duration Bond Strategy, argues that a late-cycle flattening of the US yield curve offers opportunities in short-dated emerging market bonds.
Finisterre EM bond fund’s tactical de-risking
Despite a 25% cash position and holdings in scandal-ridden 1MDB and Esal, the fund has so far fared better than the category average.
Morgan Stanley backs China’s onshore bonds
These assets look attractive for 2019, although Indonesian bonds are the most preferred overall, according to Michael Kushma, CIO for global fixed income.
Currencies become key to fixed income opportunities
Local currency bonds are attractive as the environment for fixed income starts to turn positive after a multi-year downtrend, according to Federico García Zamora, managing director at BNY Mellon’s Standish Mellon.
BNPP AM likes the other emerging markets
Asia is the least interesting geography for sovereign fixed income, according to Bryan Carter, BNP Paribas Asset Management’s London-based head of emerging market fixed income.
Aberdeen trims China bond exposure
Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.
