A recently-launched RobecoSAM global credit strategy will use top-down views but have an ethical requirement for companies to contribute to the Sustainable Development Goals results in some sector biases.
Old Mutual Global Investors has ditched its absolute return fixed income desk as the firm’s management buyout looms, losing five staff and merging two funds due to the changes.
An opportunistic approach to credit markets is necessary in a world where quantitative easing and the search for yield has made certain areas “expensive and dangerous”, says Owen Murfin, investment officer and institutional portfolio manager at MFS Investment Management.
When pension freedom was introduced by the government three years ago soundbites flew around about individuals splurging their lifetime savings on flash sports cars or buying second homes to fund their twilight years.
FTSE highs failed to entice investors in April as they continued to pull money from UK equity funds, according to the latest monthly sales figures from the Investment Association.
The Investment Association has called for reform in the bond markets to address certain inefficiencies which are leaving investors ill-equipped to make informed investment decisions and trapped in illiquid positions.
JP Morgan Asset Management (JPMAM) has made a raft of hires to its global fixed income team to help address changing central bank monetary policy, rising interest rates and the late stages of the credit cycle.
To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.
Investment managers are positioned for long-term weakness in the US dollar, sticking by emerging markets, despite recent strength in the currency.
Asset manager Aberdeen Standard Investments has launched the Aberdeen Global – China Onshore Bond Fund, which promises investors attractive yield and low correlation.
Hermes Investment Management’s head of fixed income has defended the launch of a product that will underperform if rate hikes exceed expectations, stating geopolitics is set to overtake investors’ concerns when it comes to the asset class.
The chairman of Invesco Perpetual Enhanced Income has said the investment trust is facing a “self-interested onslaught” from Invesco Perpetual and has called for the asset management giant to drop its actions to oust him.
