High yields are available in oversold, short-dated credit assets, argues Eoin Walsh, portfolio manager at Twenty Four Asset Management.

High yields are available in oversold, short-dated credit assets, argues Eoin Walsh, portfolio manager at Twenty Four Asset Management.
Turmoil in global equities markets and fears of an economic slowdown drove investors to investigate fixed income havens last year, FE data shows.
The firm also likes onshore China bonds, despite the potential for an escalation of the trade war with the US.
How did fixed income funds respond to the gradual withdrawal of liquidity, rising interest rates and volatility in 2018?
Ivan Fong, vice president and senior product manager, sees opportunity in local currency EM bonds, but is closely watching trade tensions between China and the US.
Individual bonds within a particular sector do not necessarily have similar risk-return characteristics, argues Colin Purdie, London-based chief investment officer for credit at Aviva Investors.
There is more risk in investment grade ratings than in high yield defaults, according to Matt Eagan, vice president portfolio manager for Loomis Sayles fixed income group.
After delisting a smart beta ETF earlier this month, the firm has rolled out its first SFC-registered actively-managed fund, which is available to the retail investor base.
Rising interest rates have made it harder for companies to find sources of funding, according to Alaa Bushehri, London-based portfolio manager for emerging market fixed income at BNP Paribas Asset Management.
Fixed income remains fund house’s Achilles’ heel as smaller rivals enjoy asset growth.
Part of the Mark Allen Group.