During a decade of US dollar strength and historically low interest rates, bond investors were paid to move down the credit curve.
Tag: Fixed Income
Asia bonds ‘not as strong in 2020’
SSGA notes the sectors in China that have a higher potential for defaults and gives a breakdown of Asia bond preferences.
Schroders places risk-on bets
The UK asset manager is positive on equities and credit as recessionary fears subside and the prospects for a trade deal improve.
Twenty-Four AM positions for recession
Fixed income portfolios should shun risk and erect liquidity buffers against future shocks, argues Twenty-Four Asset Management’s founding partner.
Liquidity is shaping fixed income preferences
A large-cap preference in fixed income is necessary in the current low yield environment, says Hermes head of credit.
UBS to launch new China onshore bond fund
The asset manager’s WFOE taps into domestic demand for China fixed income.
Tilt toward IG bonds, advises JPMAM
Investors should seek extra yield, liquidity – and sanctuary – with investment grade corporate bonds, according to JP Morgan Asset Management.
Should investors start allocating to equities?
Yield-seeking investors can find opportunities outside the fixed income universe, according to Alliance Bernstein.
Legg Mason favours barbell bond strategy
Risk assets, including emerging market currencies, should be balanced by US Treasury holdings, argues the Baltimore-based fund manager.
Looking for income outside high yield
High yield bonds may deliver income to investors, but their volatility can erode capital in a portfolio.