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.
Tag: Fixed Income
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.
DBS WM sees risk in fixed income fixation
Strong client demand for fixed income could be offset by some alts exposure, but convincing clients is a slow process, said Marc Lansonneur, head of Singapore wealth investment and treasury at DBS.
Allianz GI: Indonesia tax amnesty boosts bond appeal
The tax amnesty brought in tax revenue, lowering the fiscal deficit and enhancing the appeal of government bonds, according to Allianz GI’s David Tan.
China’s WMP assets continue to grow
Wealth management products (WMPs) sold by Chinese banks remain popular despite low yields and stricter regulations, according to a recent report from China Banking Regulatory Commission.
