The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.
Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.
TwentyFour Asset Management has reassured investors over its exposure to Italian asset-backed securities (ABS) in spite of the stress facing the country’s beleaguered banking sector.
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
Neuberger Berman has decreased its exposure to US equities for first time this cycle to fortify against volatility and weaker earnings.
Stocks, shares and premium bonds were considered the least safe way of saving for retirement, according to the Office of National Statistics (ONS).
The Investment Association’s August fund sales data showed investors still proceeding with caution after the Brexit vote, favouring fixed income and absolute return strategies.
While the popularity of different asset classes will ebb and flow, the one thing I have learned in my 11 years in financial journalism is that gilts are never a fashionable choice.
In this challenging and uncertain environment for fixed income investors, Fraser Lundie, co-head of credit at Hermes Investment Management, lays out six options for adapting bond portfolios to meet the challenges markets are presenting.
In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
Investor sentiment in the United Kingdom has reached a new high for 2016, according to the Lloyds Bank Investor Sentiment Index.
Close to half (41%) of investors believe that fears of further break-up of the European Union will make emerging market debt more attractive to investors going forward, according to a study by NN Investment Partners.
