New research from Hermes Investment Management shows a correlation between companies with high ESG scores and low credit default swap spreads.
Nomura Asset Management's Dickie Hodges isn’t calling an end for the risk rally just yet, despite the recent government bond rally after president Trump's policy blunders.
There remain very few ETF providers capable of tracking bond markets in a quality way, according to State Street Global Advisors.
Smith & Williamson is urging investors to look beyond sterling corporate bonds as global yield curves continue to diverge.
Kleinwort Hambros chief investment officer Mouhammed Choukeir is rethinking his position on government bonds, arguing that the diversification benefits are more obvious now than they were years ago.
Nomura Global Dynamic Bond manager Richard Hodges says stagflation is the most likely scenario for the global economy this year.
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.
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?
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.
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.
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.
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.
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.
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.
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
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.
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.’
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.
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.
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