IMA opens new global emerging markets bond sector
Emerging markets had a tough 2013 but the long-term opportunities still exist in both equities and fixed income, with the IMA reflecting the latter and introducing a GEM bond sector.
Fixed Income
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Maturity decision key for bond investors in 2014
In a tough year for fixed income buyers, if there was one call that bond fund managers had to get right in 2013 it was the maturity decision with longer-dated bonds selling off while shorter-dated bonds fared reasonably well.
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Will 2014 offer anything different to 2013
Last year was a good year for developed markets, but as with any new year investors will be looking at the next 12 months with a mixture of anticipation and trepidation.
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Jupiter hands Petheram two Bezalel mandates
Jupiter has reshuffled the management teams across several of its funds, effective from 1 January.
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FCA doubles its remit in 2014
The Financial Conduct Authority is expecting a significant rise in the number of regulated firms next year as it takes over from the Office of Fair Trading as watchdog of the consumer credit market next year.
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haywood convertibles over credit
The weakest fixed income assets in 2013 have been emerging market bonds however unless they default – which we see as unlikely – we expect this asset class to pro¬vide the biggest boost to fund performance in the next few years, merely by redeeming in full just as PIIGS bonds did in 2013.
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Ice man Edwards backs bonds
Albert Edwards, strategist at Societe Generale, continues to believe in his Ice Age thesis [a period of low inflation and near deflation], and argues investors should be moving to an overweight position in bonds.
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Where harder working bond managers are hunting
Bond managers are having to work harder now the 30-year bull market is over, and are searching further afield for returns.
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Kames Snowden defends CoCo purchase
Kames Capitals Stephen Snowden has made his case for holding on to Contingent Convertible Notes, or CoCo bonds, as those issued by Lloyds in 2009 were nicknamed but his jury is out on the comparable new product by Barclays.
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Riddell hands EM Bond to Calich
M&G Investments has appointed Claudia Calich as manager of the Emerging Markets Bond fund with immediate effect, taking over from Mike Riddell.
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Why Hanson is backing equities and high yield
Tristan Hanson, Ashburton’s head of asset allocation, runs through his outlook for 2014, and why he’s backing equities and high yield to deliver next year.
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Equities overvalued as Korea steals China crown
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
