Richard Woolnough: The only way is up for US Fed rates
There’s no recession around the corner, argues M&G Optimal Income manager
Fixed Income
-
-
Woodford and Gam woes highlight ‘stranglehold’ of daily dealing funds
Should the industry consider monthly dealing funds?
-
AXA Global Short Duration Bond
This short-dated global strategic bond fund draws on the strength of AXA’s regional fixed income teams. Watch the Talking Factsheet for the AXA Global Short Duration Bond fund with Alex Farlow, Head of Risk Based Solutions Research.
-
Restricted area – the encroaching politicisation of central banks
With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.
-
DFMs enter ‘murky’ private asset territory
But are they setting up investors for a fall?
-
Goldman Sachs AM reduces EM bond exposure
Worsening US-China trade tensions cause the asset manager to cut back holdings of risky assets
-
Artemis raids Kames again six months after mass exodus
‘It is fairly common for a second wave of joiners after a high-profile move’
-
Kames hires head of high yield as bond team regeneration continues
High yield co-manager Jack Holmes has left the business
-
Is pessimism around Brexit justified?
Brexit has created a political impasse. But is this just noise or is the pessimism around UK equities created by Brexit justified?
-
Corporate bonds overvalued according to 73% of investors
But CFA UK membership views equities as increasingly better value
-
M&G’s Woolnough: ‘Sterling corporate bonds are becoming less important’
Fixed income heavyweight extols virtues of global style favoured by Terry Smith and Nick Train
-
Franklin Templeton adds green bond fund to active ETF range
Asset class shows less volatility when markets are risk-off
