When and how will the infrastructure sector recover?
Rising interest rates, widening discounts and fixed income inflows have bruised assets
Government Bonds
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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?
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Quilter trims US mega caps and ups fixed income exposure
Quarterly rebalance of its WealthSelect offering
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What to make of high yield’s time in the sun
There are signs of problems for the asset class
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Abrdn shutters three more funds
Liquidations are part of its plan to merge or close over 100 strategies
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Property funds fare worst in a sorry September for investors
While US bonds, healthcare and Latin America deliver the only bright spots
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Parmenion moves overweight govvies
But retains higher allocation to alternatives
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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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Five reasons the bond sell-off may reverse
With markets aggressively pricing in Fed tightening, value could be returning to global bonds, says T Rowe Price’s Quentin Fitzsimmons
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Vanguard Lifestrategy static bond allocation could prove ‘painful’ amid rising inflationary pressures
Four out of five funds have set exposure to long-dated government bonds
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Fund selectors fled to govvies ahead of yield curve inversion
‘There will come a time when central banks can’t keep the plates spinning’
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ESG funds ditch UK and US government debt
Climate change and human rights abuses land governments on negative screening lists
