Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
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Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
AllianzGI Global CIO Equity Virginie Maisonneuve says investors who shun China are missing a potential rebound.
KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
“If rates rising are bad for listed property, then the opposite must also hold true.”
Investors say the BoJ’s decision to raise interest rate for the first time in 17 years is a positive sign for the country’s equities market.
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
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.
Part of the Mark Allen Group.