Chinese government bonds could be included in the global benchmark indices next year, according to Hayden Briscoe, Asia-Pacific head of fixed income at UBS Asset Management.
In the aftermath of the US elections, investors have been selling off bonds and buying equities. Is this a sign the long-awaited Great Rotation is finally unfolding?
Jupiter’s Alastair Irvine is keeping an open mind about the rising tide of populism across developed markets as he points out that change need not always be negative for investors.
Macro risks on the horizon have prompted EM portfolio adjustments, said Kenneth Akintewe, senior investment manager for Asia fixed income.
European equities are now on their longest net outflow streak since 2012. But it is not just equity funds that are being sold off. Bond funds are also under increasing pressure.
More than 60% of wealthy investors in Germany, Switzerland and the UK are “fairly” or “very” confident in their ability to construct investment portfolios without any outside help, according to a study conducted by asset management consultancy Cerulli.
The sharp jump in global inflation expectations since Donald Trump’s US election success papers over several significant differences in the inflation path for different countries, said Tanguy Le Saout.
Short duration or long duration? That is the question. And the answer, for past few years, has been 'long'. It's worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?
Bond vigilantes could force the Fed into two rate hikes in the first half of next year, Societe Generale’s Albert Edwards has warned.
Inflation is set to head higher in the US after Donald Trump’s victory, putting inflation-linked assets in the spotlight.
The outcome of the US election has triggered a largescale sell-off of bonds and splurges on cyclicals, according to data from Bank of America Merrill Lynch.
Retail funds are still struggling to deliver consistent top-quartile returns but IA Corporate Bond is doing a better job than most, according to BMO Global Asset Management.
Lloyds Private Bank has reduced its exposure to United States bonds in favour of raising its United Kingdom and Japanese bonds allocations.
General risks for investors in emerging-market debt are ebbing, which is why global institutional investors are likely to continue to add exposure, said Michael Ganske, portfolio manager at Axa Investment Managers.
Duration may have been the main driver of portfolio growth in 2016 so far, says State Street Global Advisers, but the next leg may require investors to have a more pointed exposure.
Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.
TwentyFour Asset Management has reassured investors over its exposure to Italian asset-backed securities (ABS) in spite of the stress facing the country’s beleaguered banking sector.
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
Fidelity’s Nick Price on the latest developments in Emerging Markets.
Barclays’ announcement on Monday that it has launched...
One of the losers so far, from the election of Donald...
The HL Select UK Shares Fund launch today has been...
Barclays has launched an online investment service...
The index dipped by 0.53% to 6763 Tuesday morning as...