Five reasons not to fear government bonds

Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there is still value to be found.

Published : 24, Feb 2017
Company earnings or Trump and China: what will drive GEM returns in 2017?

Company earnings or Trump and China: what will...

Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?

Published : 20, Feb 2017

The top five contrarian plays of the year so far...

From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.

Published : 16, Feb 2017
M&G managers issue warning on overcooked US market

M&G managers issue warning on overcooked US market...

Markets are too optimistic over the United States and have priced in expectations of government infrastructure spending that may take years to materialise, according to M&G Investment’s Claudia Calich and James Tomlins.

Published : 14, Feb 2017
Italy and France situations creating fixed income opportunities – Kames

Italy and France situations creating fixed income...

Savvy fixed-income investors may be able to exploit the weakness of Italy's economy versus those of other countries including France, according to Kames’ fund manager James Lynch.

Published : 9, Feb 2017

UBS Wealth's top five investor concerns

With uncertainty in the investment landscape showing no let-up in 2017, Caroline Simmons, deputy head of the UK chief investment office at UBS Wealth Management, reveals the five questions most asked by clients at the moment.

Published : 7, Feb 2017

Five factors to watch for European high yield...

With volatility expected to remain the prevalent theme in 2017, Mike Della Vedova, portfolio manager of the T. Rowe Price European High Yield Bond Fund lists five areas to watch this year when investing in the sector.

Published : 27, Jan 2017
Coming bond volatility remains 2017’s biggest risk - Hughes

Coming bond volatility remains 2017’s biggest...

The Trump rally continues to inspire equity market confidence, but bond markets have not lost their ability to scare investors says AJ Bell’s Ryan Hughes.

Published : 25, Jan 2017
PA Podcast: In search of a fixed income battle plan

PA Podcast: In search of a fixed income battle...

David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.

Published : 19, Jan 2017
Déjà vu for bond markets in 2017 – BlackRock

Déjà vu for bond markets in 2017 – BlackRock

BlackRock’s Ben Edwards thinks “2017 is shaping up to look a lot like 2016” for bond markets as uncontrolled dollar strength, diverging regional economic paths and continued political risk keep volatility alive.

Published : 18, Jan 2017
Psigma targets contrarian plays and HY in time of ‘Trumponomics’

Psigma targets contrarian plays and HY in time...

Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’

Published : 17, Jan 2017
Morningstar’s Kemp eyeing capital preservation

Morningstar’s Kemp eyeing capital preservation...

With uncertainty over the justification for 2016’s positive returns and valuation pressures continuing to mount, it may be time to focus on capital preservation, according to Morningstar Investment Management CIO Dan Kemp.

Published : 13, Jan 2017
Bond market may survive rising rates – RSMR’s Rayner

Bond market may survive rising rates – RSMR’s...

Volatility in the bond markets might be more muted than expected if the impact from rising rates takes root swiftly, according to Rayner Spencer Mills Research director Ken Rayner.

Published : 13, Jan 2017
BMO GAM’s Burdett ‘agnostic’ on active vs passive battle

BMO GAM’s Burdett ‘agnostic’ on active vs passive...

When it comes to the active versus passive argument, co-head of multi-manager at BMO Global Asset Management Rob Burdett remains steadfastly “agnostic.”

Published : 12, Jan 2017
More volatility looms for bonds and equities – SYZ AM

More volatility looms for bonds and equities –...

SYZ Asset Management multi-asset man Hartwig Kos has predicted that bond markets will remain volatile, manipulating equity valuations further.

Published : 11, Jan 2017
European government bond prices on decline despite scarcity claims

European government bond prices on decline despite...

Suspicions have been raised about European bond scarcity, but rising yields and declining prices point to further volatility, said Julius Baer head of fixed income, Markus Allenspach.

Published : 10, Jan 2017
Morningstar cuts high yield exposure back

Morningstar cuts high yield exposure back

Morningstar has reduced its discretionary income portfolios’ holdings of high yield bonds, using the money to raise exposure to “good value” emerging market debt.

Published : 10, Jan 2017
Income investors need to look abroad in 2017 – Kames

Income investors need to look abroad in 2017 –...

United Kingdom based income investors will need to look beyond home shores in 2017, according to a Kames Capital fund manager, with better opportunities for income in the US and Asian markets.

Published : 5, Jan 2017
Rowan Dartington calls for cash overweight

Rowan Dartington calls for cash overweight

To protect against volatile markets and political uncertainty, Rowan Dartington is giving higher weighting to cash and building wealth portfolios that offer clients a truly global perspective.

Published : 4, Jan 2017
Trustee MPI Q3 2016: Election reflection

Trustee MPI Q3 2016: Election reflection

The third quarter proved a dramatic one, with the fallout from the UK referendum and the subsequent uncertainty around the US election. Private client managers have much to ponder going into next year, writes Lee Carpenter, an investment analyst at Enhance.

Published : 22, Dec 2016

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