lessons from strat bonds upping high yield
Shauna Bevan has seen a trend of strategic bond managers upping their high yield allocations and takes a fresh look at the asset class
Shauna Bevan has seen a trend of strategic bond managers upping their high yield allocations and takes a fresh look at the asset class
Chris Down argues asset allocators should choose now to stop missing out on what has so far been forty years of a positive return profile from residential property.
Believing that emerging market debt is heading for a correction, HSBC’s Guillermo Osses has recently taken the step of reducing the risk on his portfolios.
Jai Jacob, head of Lazards multi-strategy team, explains the balance between value and growth, equities and fixed income, credit and debt when it comes to emerging market investing.
Tatjana Greil Castro urges investors and portfolio managers to stop being so short-termist and look more to medium and long-term fundamentals before making their investment decisions.
There is widespread agreement that longer-term investors should have some exposure to emerging markets but the question remains when, how and why they should invest in fixed income and/or equities.
John Redwood casts his expert eye over the political changes in France and Holland and adds them to the context of a struggling eurozone.
Barclay’s Kevin Gardiner says he is building a bigger-than-normal weighting in DM equities because he sees further quantitative easing measures as an unlikely event.
Philip Poole assesses his asset allocation thoughts and how his decisions differ given investors’ long-term aims with a short-term investment horizon.
S&P’s Kate Hollis looks at why US fixed income funds outperformed their European counterparts last year and examines their prospects for 2012 and beyond.
Taher Badshah looks at the most up-to-date macro numbers to paint a picture of a slowing but healthy Indian economy.
Annelise Peers suggests the recent flight to quality has benefitted fixed income investors before adding the true list of big winners is limited to US Treasuries, German bunds and Japanese bonds.