What does 2018 have in store for fixed income?
As investors head in to the new year, three fixed income fund managers at Kames Capital give their views on what 2018 could hold in store for high yield, strategic bonds and investment grade.
- News
-
- Analysis
-
- Investments
-
-
-
Top story
-
-
-
- Video
-
Macro News
-
-
Three potential Black Swans for 2018
Global financial markets have enjoyed a sustained period of remarkable calm, but will that continue into 2018? AJ Bell’s investment director Russ Mould proposes three potential ‘Black Swan’ events that could surprise markets and taint the year ahead.
-
ONS reports more sluggish growth for UK
The UK economy grew 0.4% between July and September this year according to the latest figures from the Office for National Statistics, but year-on-year quarterly GDP growth fell to its lowest rate in four years.
-
Analysts lead the way on graduate pay
Buy-side quantitative analysts offer the best pay for graduates, according to a salary-benchmarking website.
-
Aviva: Italy an attractive bet for 2018
While Italy faces election and non-performing loan (NPL) challenges, Aviva Investors believe that its market looks attractive for investors in 2018 but fund selectors warn the country should not be a core part of a global portfolio.
-
Four managers on emerging markets in 2018
Emerging market equities have been a popular topic of discussion when looking ahead to 2018, but is this where investors are headed? Four fund managers outline reasons to remain positive in the emerging and frontier regions next year.
-
Seven funds to watch for 2018
As the year comes to a close, investment managers have started to prepare for 2018. Portfolio Adviser asked a group of top fund selectors to pick one fund to watch in 2018.
-
Cash balances jump in December
The average cash balance held by global fund managers jumped for the first time in four months in December according to the latest BofA Merrill Lynch fund manager survey.
-
BoE protects EU banks even in ‘no-deal’ Brexit scenario
The Bank of England is set to reveal plans which will allow European banks to operate in the UK as normal, even under a “no deal” Brexit scenario.
-
Rathbones’ Thomson slashes UK exposure
Rathbones’ Global Opportunities Fund has dropped its UK exposure from 25% to 7% over the past year.
-
Three reasons why the FTSE 100 will soar next year
The FTSE 100 has enjoyed the benefits of benign environment throughout 2017, and AJ Bell believes it has the potential to burst through the 8,000 mark for the first time next year.
-
Investor optimism gains ground, Lloyds’ survey claims
Investor confidence hit a 12-month high in December according to the latest investor sentiment index from Lloyds Private Bank, with investors becoming increasingly bullish on the prospects for US equities.