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.
Tag: Fixed Income
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.
AXA IM’s Houle: US HY still attractive despite tight spreads
Strong fundamentals support US high yield bonds, according to AXA IM’s portfolio manager Robert Houle.
Allspring launches global income fund
The multi-sector fixed income Ucit has an unconstrained strategy.
AllianceBernstein’s Hogbin: ‘We’ll still be talking about cash on the sidelines a year from now’
AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
