Emerging market debt stands to benefit from investors looking to diversify out of traditional safe haven assets, according to Jean-Charles Sambor, head of emerging markets (EM) debt at TT International.
Tag: US Treasuries
State Street sees potential tailwinds for long-dated US treasuries
Potential regulatory reforms on the horizon could be a tailwind for US treasuries, according to State Street strategists.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
SSGA shifts positive on risk assets
State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.
PGIM’s Tipp: rate cuts will be slower than expected
Higher rates for longer bodes well for long term bond returns, says the chief investment strategist at PGIM Fixed Income.
JPMAM sticks to long bond ‘pain trade’
Investors now have a second chance to lock in higher yields, argues JPMAM’s Apac chief market strategist.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Manulife: Asian fund distributors have been ‘fixated’ on two things
The firm is launching the Manulife Defined Return fund to address these two “fixations”.
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.
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.
