What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
Government Bonds
-
-
Head to head: Will 2024 be the year of the bond?
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
-
Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
-
M&G to launch fixed maturity 18-month bond fund
The fund will be co-managed by Stefan Isaacs and Matthew Russell
-
When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
-
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?
-
Quilter trims US mega caps and ups fixed income exposure
Quarterly rebalance of its WealthSelect offering
-
What to make of high yield’s time in the sun
There are signs of problems for the asset class
-
Abrdn shutters three more funds
Liquidations are part of its plan to merge or close over 100 strategies
-
Property funds fare worst in a sorry September for investors
While US bonds, healthcare and Latin America deliver the only bright spots
-
Parmenion moves overweight govvies
But retains higher allocation to alternatives
-
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