US bonds seeing worst outflows since 2013 – SocGen
United States bonds have seen the worst monthly outflows from the asset class since 2013, according to Societe Generale.
Fixed Income
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EM debt approaching an inflection point
Investor sentiment towards the emerging market debt asset class took a number of hits over the course of 2015.
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Investors may start shifting back into bonds in 2016 – Julius Baer
Investors may shift equities holdings back into fixed income in 2016 as bond yields increase, Julius Baer has said.
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Navigating the Asian bond market in 2016
The new year promises to be tricky for bond investors after the US Fed signaled an end to the era of ultra low rates in December.
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Investor concern over bond valuations rising sharply, says CFA Society
The proportion of investors which view bonds as overvalued has risen sharply over the past quarter according to a survey by the CFA Society of the UK.
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Fed policy will be slow but not necessarily steady – Neuberger Berman
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.
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Woolnough says world economy healthier than many think
Arguably the biggest name in UK fixed-income investing, M&G’s Richard Woolnough talks bear markets, duration, deflation, outflows and whether bonds really do have a problem with illiquidity
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Emerging market corporate bonds – between a rock and a hard place
Debt-to-GDP ratios in emerging market countries have been rising at alarming rates this year, according to the latest data from the Institute of International Finance (IIF). China, Saudi-Arabia and Turkey have seen the most rapid debt build-up.
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Credit Suisse CIO: fixed income in sunset days
The appeal of the fixed income proposition has waned, but European equities are expected to have strong performance in 2016, according to John Woods, chief investment officer for Asia-Pacific at Credit Suisse Private Bank.
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Fed move reinforces bond market gloom
Despite seven years on the zero bound, bond market reaction to the Fed’s first rate hike in nine years was pretty muted, which is what the FOMC would have been going for.
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Deutsche launches strategic beta bond ETF
Deutsche Asset & Wealth Management has launched its first strategic beta sovereign bond exchange-traded fund (ETF).
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Eigen keeps faith with high yield
JP Morgan Asset Management’s Bill Eigen has reiterated his high conviction in the unloved high yield market.
