PA ANALYSIS: Bonds are only unattractive relative to history
Widespread investor aversion to minimal bond yield spreads is buoying equity income and alternatives, but could investment grade and sovereigns soon be back in fashion?
Fixed Income
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Neuberger Berman opens Asian debt fund
Neuberger Berman is looking to capitalise on liquidity in the Asian debt space with the launch of a flexible fixed income mandate.
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Finding value and stability in the shaky EMD space – Axa IM
EM-shy investors can find income stability in Chinese investment grade bonds as further easing looms, according to Axa IM’s Jim Veneau.
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Record Asian equity outflows as UK equity income stays strong – IA
Asian equity funds suffered unprecedented outflows as net retail sales across the board hit their lowest ebb since January, according to the Investment Association’s August statistics.
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‘Unprecedented factors’ keeping US bond yields low – SLI
‘Unprecedented factors’ and highly unusual circumstances are the reason for the prevailing ultra-low bond yields seen in recent times, according to chief economist at Standard Life Investments Jeremy Lawson.
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PA ANALYSIS: Jury out on marquee signing Riddell
Allianz Global Investors’ capture of former M&G Bond Vigilante Mike Riddell is a marquee signing, but the jury is still out on what it means for both his new funds and employers.
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Riddell joins AllianzGI to run Gilt Yield and Sterling Total Return mandates
Allianz Global Investors has recruited former M&G man Mike Riddell as it brings its Gilt Yield and Sterling Total Return vehicles back in-house.
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OMGI unveils absolute return bond fund for Oxley and co
Old Mutual Global Investors has unveiled Absolute Return Government Bond Fund for new recruit Russ Oxley and team, targeting cash plus 5% per annum.
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Volkswagen panic providing good entry point – Julius Baer
‘Panic selling’ of Volkswagen bonds is creating an opportunity for investors who are comfortable with risk, says Julius Baer.
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Are ‘safe havens’ really that safe?
Peter Elston, CIO at Seneca Investment Managers, examines whether so-called ‘safe haven’ investments are actually that?
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StanChart adds funds to align with views
Three recent fund choices reflect Standard Chartered Private Bank’s views on the overweights it made a few weeks ago, said Steve Brice, chief investment strategist for group wealth management.
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PA ANALYSIS: Finding absolute return diamonds in the rough
Defaqto has singled out ‘mandate fulfilment’ and ‘tail risk’ in its new Diamond Rating for absolute return funds, but investors still face a tough task in finding a strategy with the right cut for their needs.
