‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
Bonds
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M&G to launch fixed maturity 18-month bond fund
The fund will be co-managed by Stefan Isaacs and Matthew Russell
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ARC: Wealth managers warming to equities but shun UK
While sentiment strongest on bonds, according to August investment manager survey
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Stifel warns income-focused trusts not offering enough yield
Trusts are struggling to keep up with interest rates
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Why high yield is no longer the Wild West of bond markets
One area of the market is still being overlooked
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Morningstar’s Coop: How do deal with the unforecastable in portfolios
Morningstar’s Mike Coop discusses ‘disappointingly and puzzling poor’ forecasting in the industry
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Nomura launches corporate hybrid bond fund
To be run by former Neuberger Berman fixed income manager Julian Marks
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BlackRock rolls out suite of European iBond ETFs
Range of four funds has fixed maturity dates of either December 2026 or 2028
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Waverton: Why we have our lowest credit allocation since the global financial crisis
While the wealth manager sees value in gilts for the first time in years
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Schroders names Houdain head of rebranded fixed income desk
It will now be called the global unconstrained fixed income desk
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Newton’s Paul Flood: When the stars align
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier
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Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?