Nordea’s Gorgemans: Tapping into the ‘cross credit’ space across Europe
Overcoming the ‘bittersweet credit conundrum’
Credit
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Capital Group’s Ed Harrold: Bonds are in a sweet spot
After a difficult 2022, the role of bonds has been restored and they are once again being viewed as an important source of income and diversification
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$1.8bn Ninety One multi-asset credit co-manager exits
Head of credit Jeff Boswell and co-manager Darpan Harar will continue to run the fund
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Wealth managers batten down the hatches as US enters technical recession
Tilt towards quality and defensive plays like short dated credit and govvies alongside rising cash levels
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Coronavirus weekly round-up: Trump axes WHO funding and Chinese GDP shrinks in first data since Covid crisis
Five investors mull the events shaping portfolios over the past week
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Multi-asset income funds tap into credit as £20bn worth of dividends slashed
Companies have been pressured to drop dividends amid the Covid-19 fallout but coupons are still being paid out
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Ruffer seeks to profit as it warns over run on bond funds
Team behind £400m trust warns selling pressure would migrate to more liquid assets
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Cash-heavy M&G trust raises extra £25m
Oversubscribed placing a sharp contrast to November IPO
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Hermes poaches from Jupiter to expand global credit team
Nachu Chockalingam was at Jupiter for a little over a year
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MFS’ Murfin: ‘Expensive and dangerous’ credit markets require opportunistic approach
An opportunistic approach to credit markets is necessary in a world where quantitative easing and the search for yield has made certain areas “expensive and dangerous”, says Owen Murfin, investment officer and institutional portfolio manager at MFS Investment Management.
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Could China cause the next global crisis?
Enthusiasm for investing in China has never been higher than in 2017 and fears of a slowdown have largely receded from the public discourse. But have investors taken their eye off the region just when it matters most?
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PA ANALYSIS: Credit’s time in the sun is over
Leading bond investors issued separate warnings on Friday that the dual tailwinds credit investors have enjoyed in recent years are about to die down.