Jupiter Merlin team warns on risk of ETF liquidity crisis
Jupiter’s respected Merlin team of multi-managers has sounded a warning on exchange-traded fund (ETF) liquidity, as part of a downbeat series of predictions for global markets.
Fixed Income
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Warning of ‘volatile summer for markets’ due to Trump and China
Markets could turn volatile this summer as one of the biggest multi-asset investing teams in the City warned its forecasting models were indicating possible trouble ahead.
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Thornburg launches first fixed income Ucits
Thornburg Investment Management continues its push into the UK market with the release of its first fixed income Ucits fund.
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VanEck: The asset all bond portfolios should hold
Outperforming emerging market corporate bonds should be an integral part of a fixed income portfolio, analysts at global asset manager VanEck have said.
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Eurozone sovereign bond divergence ‘may signal opportunities’
Recent divergence between eurozone sovereign bond yields may be based more on perception than reality and offer opportunities for investors, according to M&G Investments.
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UK Gilts unmoved by £20bn fall in public borrowing
UK gilts were unaffected by the latest public finance figures, despite the fact government borrowing fell to its lowest level in close to ten years.
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Five funds with niche styles to diversify your portfolio
The Share Centre’s Sheridan Admans has tipped five funds with niche styles that might offer investors a diversification opportunity.
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Schroders adds two to fixed income teams
Schroders has strengthened its fixed income capablity with two hires across its global multi-sector and global macro strategy teams.
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Hermes finds correlation between ESG and credit spreads
New research from Hermes Investment Management shows a correlation between companies with high ESG scores and low credit default swap spreads.
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Nomura’s Hodges: ‘risk rally’ still has legs
Nomura Asset Management’s Dickie Hodges isn’t calling an end for the risk rally just yet, despite the recent government bond rally after president Trump’s policy blunders.
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PA ANALYSIS: Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
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Quality bond ETF providers ‘remain few and far between’
There remain very few ETF providers capable of tracking bond markets in a quality way, according to State Street Global Advisors.
