You may have missed the boat on EMD
Investors looking at emerging market debt now, may well have missed the boat, said Steve Drew head of emerging market credit at Henderson Global Investors.
Fixed Income
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Three views on the next big worry
At the FSA Growth Forum in Hong Kong, Capital Group, Investec and M&G weighed in on what a Donald Trump presidency would mean to the markets.
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UK investors opting for fixed income over equities
The Investment Association’s retooled monthly statistics revealed fixed income was the asset class of choice among UK retail investors in April, while equity funds fell out of favour.
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Peruvian local currency bonds is where it’s at
At a time when many commodity exporters in Latin America are struggling, Peru is a local currency bond story that has both FX and political policy moves going for it.
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Commodities remain hurdle for US high-yield
Carl Whitbeck, head of US high yield at Axa IM, expects the struggling commodities sector and ongoing uncertainty around future Fed action to lead to greater volatility in the high yield space.
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Nine strategic bond funds for all situations
The ‘go anywhere’ approach of strategic bond funds has been a big hit with investors in recent years and big calls across the fixed-income spectrum are now having a huge influence on returns
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Investment Grade bond flows take a breather – BAML
Markets should not read too much into the slowdown in inflows into high grade bond funds, Bank of America Merrill Lynch said on Friday.
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BlackRock launches strat bond fund for Blundell, Edwards
BlackRock has launched a sterling strategic bond fund for Simon Blundell and Ben Edwards.
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Schroders acquires $4bn US ABS team
Schroders has acquired a team of securitised investment specialists from Brookfield Investment Management Inc with $4bn in assets under management.
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Baring ups Asian EM exposure
Baring Asset Management’s multi asset group has increased its exposure to emerging Asian markets for the first time in years and upgraded the asset class from a neutral to preferred.
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How compelling is Brazil’s fixed income story?
Amid the political turmoil, Brazil has done well for fixed income investors, but questions remain around further volatility.
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LGIM poised to tap into Japanese fixed income market with Nikko partnership
Legal & General Investment Management (LGIM) and Nikko Asset Management announced on Wednesday the signing of a business cooperation agreement which will expand LGIM’s presence in Japan’s fixed income market and further Nikko’s aims in Europe.
