Bank of Singapore warns on China credit bubble risk
The Bank of Singapore has joined the chorus of analysts warning that China’s private sector credit-to-GDP ratio is now over 200%.
Credit
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Credit starting to be hit by Brexit – Bluebay
The British pound is “not the only casualty” of uncertainty resulting from the upcoming referendum on whether to remain or leave the European Union, according to head of credit strategy at BlueBay Asset Management, David Riley.
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Heartwood warns of further credit headwinds
Credit markets are likely to face more headwinds going into 2016, according to investment director at Heartwood Investment Management David Absolon.
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Slumping commodities requires high yield rethink – Lundie
A combination of sovereign-related and company specific credit downgrades in the resources sector has seen a dramatic change in the make-up of the global high yield credit market said Fraser Lundie, co-head of credit at Hermes.
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Axa IM adds to European credit range
Axa Investment Managers is launching the AXA World Funds Euro Credit Total Return fund, the latest addition to its €8.6bn euro credit range.
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Bonds outflows fastest since taper tantrum
Outflows from bonds funds have continued at a remarkable pace with high-grade funds suffering outflows of $3.01bn over the past week, the largest since the ‘taper tantrum’.
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Credit funds suffer as markets mis-read rate rise
If ever there was an area of the fixed income market to be investing in that is dominated by sentiment then, since May at least, corporate credit is probably it.
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How bumpy is the bond road going to be?
Benchmark 10-year bond yields in the eurozone have more than doubled since the end of April, when they reached an all-time low.
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Hermes rolls out absolute return credit fund
Hermes Investment Management is seeking to bypass potential medium-term market volatility with the launch of an absolute return credit fund.
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Does ECB action create ABS opportunity
The ECBs announcement this month of measures to support the Eurozone economy has created fresh interest in ABS but the market has become very small with supply too tight to meet a further uptick in demand.
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time to get out of credit JP Morgan AM
JP Morgan AM’s William Eigen argues that while there are limited pockets of opportunity in credit, it is time to start leaving it behind.
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rethink China debt in an GEM allocation
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.