PA ANALYSIS: The only way is up for EMD?
Invesco Perpetual’s new Global Emerging Markets Bond Fund seems to be well timed to take advantage of investors’ broad structural underweight to the asset class.
Fixed Income
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Wells Fargo AM launches US IG credit fund
Wells Fargo Asset Management has launched a USD Investment Grade Credit portfolio, a sub-fund of its Worldwide Luxembourg Ucits fund.
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Invesco Perpetual rolls out EM bond fund for Edwards and Bhatti
Invesco Perpetual has launched an emerging markets bond fund for duo Stuart Edwards and Asad Bhatti.
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Five reasons not to fear government bonds
Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there is still value to be found.
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PA ANALYSIS: “Irrational” Bank of England must raise rates
For MPC member Gertjan Vlieghe to admit that the Bank of England is in no position to predict the next recession was a brave call, but do policy makers have the courage to hike rates?
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Company earnings or Trump and China: what will drive GEM returns in 2017?
Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?
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Defensive strategies: Don’t look down
Whether we are seeing real euphoria or not in markets is debatable but, either way, when fear of a downward shift is in the air, choosing the right defensive assets can be problematic.
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PA ANALYSIS: What’s the better bet, French or Italian government bonds?
The spreads of French and Italian government bonds versus German bunds have risen by 600 bps since autumn due to rising political concerns. Fund managers are divided on the question which of the two now presents a buying opportunity. But does that actually matter at all?
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The top five contrarian plays of the year so far
From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.
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M&G managers issue warning on overcooked US market
Markets are too optimistic over the United States and have priced in expectations of government infrastructure spending that may take years to materialise, according to M&G Investment’s Claudia Calich and James Tomlins.
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Franklin Templeton rolls out pair of UK bond funds
Franklin Templeton Investments is launching the Franklin UK Corporate Bond Fund and Franklin UK Gilt Fund for the UK market.
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Investors find ‘renewed interest’ in riskier bonds and EM – BAML
A dip in bond yields incited investor appetite for riskier bonds, while Donald Trump’s economic nationalism has made emerging markets a compelling contrarian prospect, according to fund flows data from Bank of America Merrill Lynch.
