Emerging markets have had a very good start to 2016 so I asked M&G’s Claudia Calich, whether this is because of cheap valuations or fundamental strength. And is the rally to date sustainable..?
Bank of America Merrill Lynch data revealed 11 July was “the day when bears capitulated into risk assets” with investors flocking to high yield in droves.
Although UK bond yields are at an all-time low, investors should not discount the possibility for income generation in the fixed income sphere, according to Ian Spreadbury of Fidelity.
Despite yields continuing to grind down across the fixed income space, there remain markets that offer opportunity says Chris Higham.
The local currency emerging market debt is currently having an “exceptionally long period of underperformance”, according to Simon Lue-Fong, Pictet AM’s head of emerging market debt.
Neptune has hired Stewart Cowley, former head of fixed income and macro at Old Mutual Global Investors, as a fixed income consultant.
Given the UK economy is in its seventh year of growth default rates rising is more media talk than reality in the bond areas that RLAM’s Jonathan Platt invests in.
High-yield bond volatility has increased markedly over the past two years, which is partly a reflection of mounting macroeconomic uncertainty. But the unprecedented pace at which money is flowing in and out of the asset class suggests there is something more to it.
The latest set of Investment Association sales figures show fixed income funds enjoying a rare top of the table position in May, but will they rapidly fall from the affections of investors again?
AXA Investment Managers has launched an inflation-focused, short duration bond fund
The success of Brown-Forman’s and British American Tobacco’s (BAT) sterling bond issuance Thursday proves investors are still jonesing for quality UK bonds, said Chris Bowie, portfolio manager at TwentyFour Asset Management.
Gilt yields have gone negative for the first time in the wake of Mark Carney’s speech on the economy yesterday afternoon.
