Risk assets, including emerging market currencies, should be balanced by US Treasury holdings, argues the Baltimore-based fund manager.
Tag: Fixed Income
Looking for income outside high yield
High yield bonds may deliver income to investors, but their volatility can erode capital in a portfolio.
Invesco remains optimistic on China bonds
Geopolitics may cause volatility, but central bank stimulus should support onshore China bonds, according to Invesco’s Asia fixed income head.
JPMAM: ESG enhances fixed income performance
Data suggests an ESG overlay improves returns and and reduces volatility for corporate bond investors, according to quantitative research by JP Morgan Asset Management.
Pictet to launch in-house EM bond fund in Asia
The “liquid global macro emerging market long-short fixed income” strategy aims to generate 6-8% gross return above overnight Libor.
Jupiter defends EM debt risks
Separately, the firm plans to expand its GEM fixed income team to include an Asia-focused analyst, according to Alejandro Arevalo, London-based emerging market fixed income fund manager at Jupiter Asset Management.
Fixed income assets double in Taiwan
The asset class now represents almost half of total assets in Taiwan, according to Morningstar Direct.
Hong Kong investors run to safety
Global equity markets have rallied this year, but two-thirds of fund sales in Hong Kong are in fixed income products.
RMB bond funds struggle despite index inclusion
The phased addition of China government bonds (CGBs) into Bloomberg’s leading benchmark index has so far failed to boost RMB dedicated fixed income funds.
Lean toward income sources, says JPM AM
Fixed income and high-dividend-paying stocks provide investors some downside protection in a late economic cycle, according to the firm’s chief market strategist.
