Although investors are behaving like the credit market is “rock solid” Axa Investment Managers’ Chris Iggo cautions they might be more fragile than they appear.
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
The benign conditions that prompted investors to overlook investment grade fixed income in favour of high yield could soon come to an end according to Hermes’ credit specialist, Fraser Lundie.
The global bond ETF industry garnered almost twice the amount of capital from investors in the second quarter of 2017 as it did the year prior, thanks to sustained demand for EM debt passive products.
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.
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.
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.
Political talk has cast a shadow over biotech stock prices. And yet the sector has...