Miton’s Rayner: Diversification isn’t dead
Miton Group’s Anthony Rayner is hedging against an uncertain growth outlook by upping his exposure to atypical diversifiers, investing in uncorrelated equity themes and quality, short-dated corporate bonds.
Corporate Bonds
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CFA: Corporate bonds still perceived as overvalued
Investors have viewed corporate bonds as overvalued for the past five quarters, data has found.
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Aegon: IFAs backing UK equities
A new poll from Aegon UK highlights that a significant portion of advisers are riding on UK equities to provide the best return for clients ahead of the snap election.
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VanEck: The asset all bond portfolios should hold
Outperforming emerging market corporate bonds should be an integral part of a fixed income portfolio, analysts at global asset manager VanEck have said.
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CFA: Industry shunning overvalued corporate bonds
More than 80% of investors believe corporate bonds are overvalued according to a recent survey by the CFA Society, the highest level in five years.
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Euro corporate bonds a ‘beacon of stability’?
Europe’s corporate bond market will be “a beacon of stability” in 2017 despite huge uncertainties plaguing the political sphere, according to Alliance Bernstein’s Jorgen Kjaersgaard.
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Corporate bond funds the most consistent performers – BMO GAM
Retail funds are still struggling to deliver consistent top-quartile returns but IA Corporate Bond is doing a better job than most, according to BMO Global Asset Management.
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PIMCO rolls out US IG corporate bond fund
PIMCO has launched the PIMCO Global Investor Series US Investment Grade Corporate Bond Fund.
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Global equities and bonds increasingly seen as overvalued, CFA survey reveals
Growing uncertainty in developed markets and a flight to safe haven assets post-Brexit have skewed valuations, according to an increasing number of industry professionals polled by the CFA Society of the UK.
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EM dividend yields should command income investor attention – WisdomTree
The deep discount on which EM dividend stocks trade versus bonds are a compelling reason to relook at the sector, said WisdomTree’s Viktor Nossek.
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Emerging market corporate bonds – between a rock and a hard place
Debt-to-GDP ratios in emerging market countries have been rising at alarming rates this year, according to the latest data from the Institute of International Finance (IIF). China, Saudi-Arabia and Turkey have seen the most rapid debt build-up.
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PA ANALYSIS: Central bank moves prompt high-yield rethink
S&P last week said 2015 will see the highest number of defaults since 2009, and so with the end of an era of very cheap money in sight, should bond investors be worried?