Selection tactics for messy bond markets
Bruising market conditions have led some fund buyers to opt for strategic fixed income allocation
Fixed Income
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Fidelity funds dumped from buylist ahead of Spreadbury exit
All Invesco Perpetual UK equity funds also removed in FE rebalance
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Advisers told to swap bonds for annuities in drawdown
Better Retirement director says annuities lack default risk and have higher yields
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Investor interest in Fundsmith knocks Woodford off top spot
Woodford Equity Income ceased to be the most researched fund in Q3
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DFMs split on whether CLOs are friend or foe
Despite record issuance in 2018, CLOs remain tarnished by the financial crisis
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Bundled share classes see ‘modest fee trimming’ post-RDR
Legacy assets in certain active fixed income funds have seen fees rise 20%
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DFM strategies for navigating the volatile bond market
Strong US data threatens further policy divergence with Europe
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More Italian bond turmoil around corner, warn analysts
Italy’s government backtracked on spending plans following a negative reaction, but further EU clashes expected
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Strategic Bond funds dumped for risk-off alternatives
IA funds suffer first net retail outflows since Brexit
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ESG investors side with equities over bonds
But bond managers argue the approach is integral to identifying downside risks
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HSBC GAM nabs fixed income duo from Aberdeen and Barings
The bank’s asset management arm builds out its global bonds team
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Rathbones bond fund on why Unilever raised red flags
“Many companies claim a bond is green or ethical,” says Noelle Cazalis
