Eurozone sovereign bond divergence ‘may signal opportunities’
Recent divergence between eurozone sovereign bond yields may be based more on perception than reality and offer opportunities for investors, according to M&G Investments.
Emerging Market Debt
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PA ANALYSIS: The only way is up for EMD?
Invesco Perpetual’s new Global Emerging Markets Bond Fund seems to be well timed to take advantage of investors’ broad structural underweight to the asset class.
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Fund trends: Emerging market debt
It’s still relatively early days for the IA Global Emerging Market Bond sector, and funds could be facing their biggest test yet, says the editor of FE Trustnet.
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EMD risks abating, argues Axa IM
General risks for investors in emerging-market debt are ebbing, which is why global institutional investors are likely to continue to add exposure, said Michael Ganske, portfolio manager at Axa Investment Managers.
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Jupiter hires EMD manager
Jupiter Asset Management has appointed Alejandro Arevalo to build out its emerging market debt capabilities.
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PA ANALYSIS: Emerging market debt – From devil to darling
Emerging market bonds have undergone a remarkably quick transformation from one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?
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NB launches first global high-yield fund for Flynn
Neuberger Berman is to access the US, Europe and emerging markets with a Dublin-domiciled Global High Yield Bond Fund, headed by Patrick Flynn.
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PA Congress Insight: The GEM rally will continue, but not at this speed: M&G’s Claudia Calich
Emerging markets have had a very good start to 2016 so I asked M&G’s Claudia Calich, whether this is because of cheap valuations or fundamental strength. And is the rally to date sustainable..?
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HY bonds generate largest daily inflows ever
Bank of America Merrill Lynch data revealed 11 July was “the day when bears capitulated into risk assets” with investors flocking to high yield in droves.
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Fixed income still vital to multi-asset portfolios
Despite its critics, the fixed income opportunity set has grown significantly since the financial crisis and is likely to continue to play a vital role in any multi-asset portfolio
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Threadneedle fined £6m over Gersamia fraud case
Threadneedle Asset Management has been fined more than £6m by the FCA following an attempted fraudulent trade involving former emerging market debt fund manager Vladimir Gersamia.
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Finding value and stability in the shaky EMD space – Axa IM
EM-shy investors can find income stability in Chinese investment grade bonds as further easing looms, according to Axa IM’s Jim Veneau.