For fixed income investors, a “significant acceleration” in inflation should be a concern over the mid-long term, according to Eric Delomier, fixed income investment specialist at Capital Group.
Tag: fixed income market
Capital Group: High alert for EM default
There’s a high likelihood an emerging market country will default on its debt, and the impact on the asset class depends on which country defaults, according to Kirstie Spence, fixed income portfolio manager at Capital Group.
Coutts overweight Europe, Japan
Market volatility is driving investor interest to the Eurozone and Japan, according to Aman Dhingra, executive director at Coutts in Singapore.
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, […]
