DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Tag: US Treasuries
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.
Five bond fund giants up double digits in 2023
FSA highlights five bond funds over $5bn in size that posted double digit gains in 2023
J.P. Morgan AM: The window is closing to buy long duration
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.
The Fed is done – AllianzGI
AllianzGI’s Franck Dixmier told FSA why he thinks interest rates have likely peaked and now is the time for US bonds.
Barings’ Horne: This is the most talked about recession that hasn’t arrived
Barings’ head of public assets tells FSA why he likes high yield bonds right now despite the risk of an upcoming recession.
BlackRock says 10-year Treasuries could go higher
The BlackRock Investment Institute said long-term US Treasuries don’t look attractive yet.
Syfe launches DPM in Hong Kong
The Singapore-based digital wealth platform has onboarded funds from AllianceBernstein, HSBC and Franklin Templeton.