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.
Credit
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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.
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Is this the end of the road for credit
As we enter 2014‚ spread levels across developed credit markets are tighter than they have been since the third quarter of 2007 showing the extent to which spreads have now retraced since the global financial crisis.
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Schroders launches EURO Credit Conviction fund
Schroder tackles eurozone 'sweet spot' by launching its EURO Credit Conviction Fund.
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FCA doubles its remit in 2014
The Financial Conduct Authority is expecting a significant rise in the number of regulated firms next year as it takes over from the Office of Fair Trading as watchdog of the consumer credit market next year.
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Psigma City launch Euro High Yield fund
Psigma Investment Management has joined forces with City Financial to launch a European high Yield Credit Opportunities fund.
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haywood convertibles over credit
The weakest fixed income assets in 2013 have been emerging market bonds however unless they default – which we see as unlikely – we expect this asset class to pro¬vide the biggest boost to fund performance in the next few years, merely by redeeming in full just as PIIGS bonds did in 2013.
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Why Hanson is backing equities and high yield
Tristan Hanson, Ashburton’s head of asset allocation, runs through his outlook for 2014, and why he’s backing equities and high yield to deliver next year.
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Theo Zemek to exit Axa IM
Theo Zemek will be leaving Axa Investment Managers at the end of the year with Barclays John Porter taking the reins as global head of fixed income.