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.
Stocks, shares and premium bonds were considered the least safe way of saving for retirement, according to the Office of National Statistics (ONS).
Investor sentiment in the United Kingdom has reached a new high for 2016, according to the Lloyds Bank Investor Sentiment Index.
Close to half (41%) of investors believe that fears of further break-up of the European Union will make emerging market debt more attractive to investors going forward, according to a study by NN Investment Partners.
Three global indices are considering including China's onshore bonds on their indices, which has the potential for strong capital inflows.
Chinese onshore bonds could be included in global benchmark indices as soon as this year, said Carmen Ling, Standard Chartered Hong Kong global head of RMB solutions for corporate and institutional banking.
Returns, generally speaking, have been unexpectedly strong in 2016, according to Chris Iggo CIO of global fixed income at AXA Investment Managers.
More than half (54%) of the respondents surveyed by NN Investment Partners expect institutional investors to raise their exposure to emerging market debt over the next three years despite volatility inducing events like a Federal Reserve rate rise and the Brexit aftermath.
The mere suggestion of a revision of the Bank of Japan’s monetary policy has already had an impact on government bond markets but the uncertainty surrounding the exact shape of governor Haruhiko Kuroda’s plan has left investors divided on whether genuine returns in the sector are possible.
A month after the Bank of England’s stimulus announcement, PIMCO UK credit manager Ketish Pothalingam said there is still untapped value in sterling credit, which he bets will weather a 12-month slowdown in United Kingdom growth.
Concern over credit quality and liquidity as well as transparency issues are barriers to investing in China fixed income and equities, the managers said.
While bonds have become the new stocks for many investors, ‘Taper Tantrum II’ remains a real threat for asset markets this autumn, warned Bank of America Merrill Lynch ahead of Fed chair Janet Yellen’s Jackson Hole speech today.
Seeing a thematic rotation below markets’ calm surface, NN Investment Partners is increasing its exposure to cyclical stocks by upgrading industrials and materials and downgrading healthcare.
Pictet Asset Management has weighted its multi-asset portfolios more towards cyclical equities as a respite in dollar strengthening supports earnings.
With government bond yields in developed markets at record lows, asset managers are more pessimistic than ever about return prospects for the asset class.
The firm’s multi-asset group is upping exposure to emerging Asia equities at the expense of their UK counterparts.
Sustainable yield remains a key investment theme, and the sustainability of that yield is becoming more significant, according to Standard Life Investments.
Returns from alternative Ucits funds have been disappointing...
By the end of this year, three of the five richest...
With rising prices for fuel, restaurants and hotel...
Lombard Odier Private Bank has made six appointments...
The growing popularity of index investing is only just...