Eurozone sovereign bond divergence ‘may signal opportunities’

Eurozone sovereign bond divergence ‘may signal...

Recent divergence between eurozone sovereign bond yields may be based more on perception than reality and offer opportunities for investors, according to M&G Investments.

Published : 27, Apr 2017
UK Gilts unmoved by £20bn fall in public borrowing

UK Gilts unmoved by £20bn fall in public borrowing...

UK gilts were unaffected by the latest public finance figures, despite the fact government borrowing fell to its lowest level in close to ten years.

Published : 25, Apr 2017
Hermes finds correlation between ESG and credit spreads

Hermes finds correlation between ESG and credit...

New research from Hermes Investment Management shows a correlation between companies with high ESG scores and low credit default swap spreads.

Published : 19, Apr 2017
Nomura's Hodges: 'risk rally' still has legs

Nomura's Hodges: 'risk rally' still has legs

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.

Published : 13, Apr 2017
Quality bond ETF providers 'remain few and far between'

Quality bond ETF providers 'remain few and far...

There remain very few ETF providers capable of tracking bond markets in a quality way, according to State Street Global Advisors.

Published : 12, Apr 2017
Smith & Williamson: move away from sterling bonds

Smith & Williamson: move away from sterling bonds...

Smith & Williamson is urging investors to look beyond sterling corporate bonds as global yield curves continue to diverge.

Published : 23, Mar 2017
Kleinwort Hambros: Time to give government bonds another chance

Kleinwort Hambros: Time to give government bonds...

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.

Published : 20, Mar 2017
Hodges: Dump TIPS, prepare for stagflation

Hodges: Dump TIPS, prepare for stagflation

Nomura Global Dynamic Bond manager Richard Hodges says stagflation is the most likely scenario for the global economy this year.

Published : 14, Mar 2017

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

Sponsored Content

Five groups most at risk in the FCA asset management report
Five groups most at risk...

With the final report from the FCA’s market study of...

Brexit: Five charts to show how the vote has hit investors
Brexit: Five charts to...

One year on from the shock of the Brexit referendum...

Less than 'ethical' funds named and shamed
Less than 'ethical' funds...

A hub providing ‘impact investing’ research for advisers...

OTHER STORIES FROM LAST WORD...