Fixed Income Archives - Page 4 of 19

Muzinich: Spreads aren’t the only game in town

Investors no longer need to obsess over duration and spreads in a higher interest rate environment.

FSA highlights five global bond strategies that have outperformed in the first quarter of 2024 after top-ranked performance in 2023.

DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.

Schroders global fixed income managers say higher dispersion will require careful credit selection

BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.

Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.

The strategies are Nordea Asset Management’s first retail registered funds in Asia Pacific and include diverse asset classes.

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.

Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett.

Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.