Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
High yield bonds had a strong 2023 but the cracks are starting to show, writes FundCalibre’s Darius McDermott
Valuations across some parts of the credit market could look stretched
To be run by co-managers Ben Lord and Mario Eisenegger
While the much-touted ‘year of the bond’ never materialised in 2023, Yoram Lustig of T Rowe Price and Liontrust’s Phil Milburn explain why investors are sticking with fixed income
Shift will result in a decrease in corporate bonds and alternative assets
Six investors outline their thoughts on markets for the final quarter of the year and beyond
To be run by former Neuberger Berman fixed income manager Julian Marks
Range of four funds has fixed maturity dates of either December 2026 or 2028
There is a question over whether spreads adequately reflect the outlook for the global economy. Do investors need to be cautious?
‘We are thankful for levels of quite predictable returns that we haven’t been able to enjoy for a long time’
Pre-tax profits and dividends also hit highs in 2022/23