Fixed income portfolios should shun risk and erect liquidity buffers against future shocks, argues Twenty-Four Asset Management’s founding partner.
Tag: Fixed Income
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.
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.
