Mike Riddell on bonds: Panto-modium in 2025
The Fidelity International fixed income portfolio manager says central bankers are market heroes, not the villains of the show
Fixed Income
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Core US inflation undershoots expectations in ‘relief’ to policymakers
Headline inflation rose to 2.9% in December
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30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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99% professional investors expect to increase fixed income allocation over next 18 months
Majority of investors are currently underweight fixed income, according to Managing Partners Group
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Aviva Investors launches private debt LTAF
Builds on existing real estate and climate transition LTAFs
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
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RSMR awards three new ratings to Royal London, Dodge & Cox and L&G funds
The three fixed income funds are first-time entrants
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Weiss Korea Opportunity to undergo strategic review
Investment manager says the trust’s opportunity set is ‘less attractive’ than it has been in the past
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EFG Asset Management launches global impact credit fund
In partnership with Schroders affiliate BlueOrchard