With extreme market swings in recent months and the current lack of clarity, quality and diversification are back in focus for fixed income, says Lei Zhu.
Tag: Fixed Income
PGIM: When spreads are tight, opt for multi-sector credit
Actively investing across multi-sector fixed income can help mitigate volatility during macro uncertainty, according to Michel Kageshima, portfolio strategist at PGIM Fixed Income.
Schroders: EM local debt offers appealing alternative to US assets
Attractive valuations, reduced macro vulnerabilities and a weaker US dollar are key factors that support appetite for local emerging market (EM) debt, according to Abdallah Guezour.
T. Rowe Price: Finding defensive winners in evolving markets
Portfolio manager Adam Marden reveals how a new risk environment has changed the defensive merits of various assets – boding well for certain commodities, healthcare stocks, short-dated US Treasuries and even cash.
L&G grows investment team in Asia
Uday Patnaik, head of Asia fixed income and global head of emerging market debt, has relocated to Singapore.
Muzinich: Long-duration bonds just as vulnerable as they were before 2022
Long duration bonds are not much better than they were three years ago before the 2022 bond bear market, warns Muzinich’s Tajtana.
Lombard Odier increases weighting to hedge funds
The Swiss private bank also explained why it reduced its fixed income-income weighting in its latest investment strategy update.
Calastone: Asia bond inflows tripled in 2024
In contrast, equity and ESG strategies suffered significant outflows.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Pictet WM favours US equities, Europe fixed income
Cash is no longer king as rate cuts approach in 2025.
