Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Tag: Investment Grade
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Invesco’s Man: when it comes to duration the sweet spot is in the middle
Invesco’s Man also says that he prefers high-quality investment grade over high yield at the moment.
BlackRock backs short-term bonds for the long term
The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.
Investors weigh economic outlook for bond allocations
Fixed income portfolios should assess different risk scenarios to inform investment decisions for corporate bonds, says Schroders.
PGIM urges active approach to global bonds
Different economic growth cycles across geographies globally call for fixed income investors to be selective to find alpha.
T Rowe Price’s Chan: ‘we are seeing interest for IG only mandates’
Sheldon Chan also details the reasons for the fund’s outperformance so far this year.
High yield managers look beyond China property
High yield managers are looking instead at Macau gaming, Indian renewable energy and Indonesian corporate credits.
Pictet WM remains underweight equities
The Geneva-headquartered wealth manager also said that investors should be selective when it comes to fixed income.
Pictet bets on the return of the 60/40 portfolio
Investment grade bonds and Treasuries could offer attractive opportunities due to the rise in interest rates.