BAML says bond market ‘starting to crack’
Bank of America Merrill Lynch has warned that bond markets are ‘starting to crack’ following the largest weekly outflows from the asset class in 18 months.
Fixed Income
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PA ANALYSIS: Is there really a bond liquidity crunch coming?
The concept of daily liquidity for bond funds could soon be tested like never before if some of the more pessimistic market commentators are proved right.
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Russell Investments names fixed income strategy head
Russell Investments has appointed Van Luu as head of currency and fixed income strategy.
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PA ANALYSIS: Eurozone bonds and equities combining to wrong-foot investors
As the longest day of the year approaches investors may well be struggling to work out how they should position portfolios for the summer markets.
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High correlated model fixed income allocations a worry – Natixis
37% of the average conservative model portfolio was allocated to bonds in Q1 2015, Natixis research has revealed.
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LGIM Dynamic Bond Trust names Hodges’ successor
Legal & General Investment Management has promoted Omar Saeed to lead manager on its L&G Dynamic Bond Trust, nine months on from the departure of former manager Richard Hodges.
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Schroders bolsters fixed income team with series of appointments
Schroders has added to its fixed income roster with a series of appointments as the firm responds to changing bond market dynamics.
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Demystifying the fixed income absolute return space – Eigen
Absolute return investing – which seeks to generate returns regardless of underlying market conditions – has grown tremendously.
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WIM unconcerned about bond market sell-off hitting bond-proxies
Bond and equity investors appear to be operating completely independently, says Woodford Investment Management’s Mitchell Fraser-Jones.
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China in a bull shop, BAML says
Bank of America Merrill Lynch has said China is in a bull shop, in a play on words which has substance behind the style.
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iFunds: Gilts behaving like equities
While gilts may have surprised on the upside in 2014, any risk/reward trade off in the asset class is offset by volatility that’s currently higher than equities, according to iFunds Asset Management.
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Invesco issues curve warning
Invesco Perpetual’s chief investment officer Nick Mustoe has said there is a growing risk of policy error in the UK and US given their labour markets are tightening and wage growth has accelerated in both countries.
