Private banks in Hong Kong and Singapore ask bond fund managers to explain any short-term underperformance and to provide stable income streams, according to Boston-based Brian Kennedy, vice president and portfolio manager at Loomis Sayles.
Tag: Fixed Income
Capital Group’s regional build out continues
After a spate of Hong Kong fund offerings the last year, US-based Capital Group continues in 2018 with the launch of a fixed income product.
Deutsche Wealth: Fixed income loses appeal
Rising interest rates and yields have made Deutsche Bank Wealth Management pessimistic about fixed income investment, according to Tuan Huynh, Singapore-based chief investment officer and head of discretionary portfolio management for Asia-Pacific.
Pictet: Watch the risk in Europe high yield
Following strong performance in 2017, European high yield bonds will be less attractive in 2018 due to high valuation and liquidity risk, argues David Gaud, CIO of Pictet Wealth Management.
Are there opportunities in Indonesia bonds?
Investors should find opportunities in Indonesia corporate bonds as issuance is expected to increase and yields are relatively high, according to Jimond Wong, managing director and senior portfolio manager for Pan-Asia bonds at Manulife Asset Management.
The best and the worst fixed income funds – October 2017
Natixis, Value Partners, BEA, Bluebay, Nikko and Robeco have funds that placed among the top or the bottom performers in the fixed income funds category.
Credit ratings are only part of the story
Credit ratings of companies doled out by ratings agencies do not necessarily influence investment decisions, according to Mitch Reznick, London-based co-head of credit and head of credit research at Hermes Investment Management.
Greater China Top Trumps – HKD Fixed Income
It’s Allianz vs BOCHK in a quick comparison of two Hong Kong dollar fixed income funds.
A hedge play on divergent economic recoveries
GSAM’s relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm’s alternative fixed income strategies.
Bond valuation worry grows in Asia, says GAM
Look for investors in Asia to increasingly tilt away from their global bond and credit allocations, said Rossen Djounov GAM’s head of Asia.
