More investor tourists sniffing around high yield
Despite a higher likelihood of default, investors are finding that high yield bonds still offer an attractive return.
Fixed Income
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Barings rejects great rotation claims
Barings has rejected the idea of a great rotation out of fixed income and towards equities, rather seeing a marginal difference in sales between the two asset classes.
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UCITS bond sales soared in February
EFAMA’s February sales statistics reflected fresh interest in bond funds against expectations for continued, yet subdued, inflation and low interest rates remaining.
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Woolnoughs double edged sword over bond markets
The fund manager of the £18.8bn M&G Optimal Income Fund believes steeper yield curves signal bigger returns.
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From risk aversion to rate fears Iggo
Bonds rally, who knew? Axa IM’s Chris Iggo walks through his big macro themes of the moment
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If it rolls floats or flies dont lend it money
There is an interesting debate going on in the world of fixed income currently. Is high yield credit a cyclical asset class or a structural growth story?
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Single B the sweet spot in euro high yield
There are few areas of the fixed income market that are growing and diversifying as rapidly as euro high yield.
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Does debt matter
Meanwhile, in the eurozone, Greece, Portugal, Spain, Italy and Ireland are among the world's most indebted countries, and yet their bond markets have witnessed one of the most explosive rallies in history. Is this fair, and what explains this dichotomy? In reality, the stock of a debt is a poor indicator of the level of…
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BlackRock tips India Turkey and Indonesia
BlackRock said in spite of problems facing the emerging markets, over and above those stemmed from the Ukraine, it had identified some select opportunities in fixed interest.
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Long short fixed income in a challenging 2014
Ryan Hughes argues the case for long/short rather than long only strategies being the only way to play fixed interest in what will be a challenging 2014 for the asset class.
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Retirees seek alternatives on back of low interest
A growing number of retirees could shift their investment focus towards higher-risk holdings due to expectations of longer term low interest rates.
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Franklin Templeton opens euro shortdated bond
Franklin Templeton launches a euro short duration bond fund to exploit rising interest rates.
