Schroders global fixed income managers say higher dispersion will require careful credit selection
Tag: Fixed Income
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Nordea AM has 12 funds approved for retail sale in Singapore
The strategies are Nordea Asset Management’s first retail registered funds in Asia Pacific and include diverse asset classes.
Man Group: US bond yields are high, but valuations aren’t cheap
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.
Morningstar: Opportunities are increasing despite uncertain conditions
Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett.
T. Rowe Price: Why wouldn’t you add short duration?
Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
Which funds are exposed to Chinese property?
Morningstar data shows that 15 funds available for distribution in Hong Kong and Singapore were exposed to China’s troubled property sector at the start of the year.
Pictet AM: There is no rush to allocate to bonds
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
