protect portfolios from mass equity
So much for the 'great rotation' from bonds into equities, says Lombard Odier's Karen Guinand and Stephanie Kretz, who envisage a worst case scenario of a mass equity sell off instead.
Fixed Income
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five-year fee decline in industry
The average management fee gathered by the funds industry has “fallen dramatically” since 2007 due to the cyclical shift to fixed income products and an inclination toward less expensive funds, according to investment research firm Morningstar.
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Real estate attractive but trumped by equities
Real estate will continue to offer attractive yields, but will be outperformed by equities in the growth stakes, according to ING IM.
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Outside the bubble
This year is predicted to be a strong year for risk assets, with the usual caveats about volatility, but as Dart Capital’s team makes clear, fixed interest presents another problem entirely.
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Bond fund launches boost rlams inflows
RLAM saw inflows rise 66% to £2.3bn in 2012, buoyed by investor appetite for bond funds, which made up 88% of total new money.
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Glass moves in-house at City Financial
Graham Glass has been appointed head of fixed income at City Financial, having managed the firm’s Strategic Global Bond Fund on an outsourced basis since its re-launch in January 2012.
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Capital floods into emerging markets
Emerging market funds magnetised investment in January with some fund categories enjoying record monthly inflows, Morningstar data shows.
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New senior bond strategist at Investec
Dawn Kendall is to join Investec Wealth and Investment as senior bond strategist, the firm has announced.
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Target maturity fund launch
Oddo Asset Management has launched a target maturity fund which will be invested primarily in corporate bonds with high yield potential.
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New share class launched for JB fund
Swiss & Global has launched a new monthly distribution sterling share class for its Julius Baer Emerging Markets Inflation Linked Bond Fund.
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credit fixed income absolute return struggle
Given the low interest rate/low bond yield environment, Rob Harley argues that the fixed income strategies we have seen so much of recently coule be in for a torrid ride.
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Two senior appointments at ACPI
Wealth manager ACPI has made two senior appointments as it looks to develop its core private client and fixed income offerings.
