Adding long-duration in the expectation of rate cuts won’t work if neutral is higher than markets expect, portfolio manager Ken Orchard warns.
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
42% of fund selectors rank China as their top concern compared with 21% globally, according to Natixis Investment Managers’ survey.
Pictet Asset Management expects rate volatility to continue in the bond market, providing ample opportunity for investors to enter.
Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
The asset management giant says a return to ‘sound money’ will bode well for bond investors.
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
The asset manager’s Apac chief market strategist says it is time for investors ‘to get back on the road’ to buy longer duration bonds and stocks.