Dalton Strategic Partnership unveils ‘all-weather’ credit fund
Dalton Strategic Partnership has launched a European credit fund aiming to exploit long and short opportunities and generate returns of 5-7% p.a.
High Yield
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Five factors to watch for European high yield in 2017
With volatility expected to remain the prevalent theme in 2017, Mike Della Vedova, portfolio manager of the T. Rowe Price European High Yield Bond Fund lists five areas to watch this year when investing in the sector.
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Politically charged eurozone offers high yield and equities bargains – Brooks Macdonald
Although a shadow of political risk hovers over Europe, those keen to invest in the region can take advantage of some resilient high yield bonds and relatively cheap stocks, according to Brooks Macdonald head of research Richard Larner.
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IG and government bonds hit as eurozone inflation worries rise
Eurozone investment grade and government bonds continued to see outflows as inflation expectations rose, according to Bank of America Merrill Lynch research.
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Kames’ Milburn returns to head bond strategy
Kames Capital’s Phil Milburn has returned to the asset manager as its head of fixed income investment strategy.
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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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Oil:US high yield correlation breaks down
The correlation between oil and US high yield markets broke down in July, indicative of a shift in the focus of the sector.
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High yield sector risks rise after Singapore bond defaults
Asset managers believe that the country’s bond defaults are a concern, but stopped short of saying they would spread outside the energy-related sectors.
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Fund Manager Profile: Hermes’ Lundie and the case for credit
With the promise of a unique approach to investing in fixed income, Fraser Lundie outlines Hermes’ ambitions to be a global player in more ways than one
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PA ANALYSIS: Are high yield’s new fans clutching at straws?
Money has poured into high yield bond funds at a rare pace over the past month but is this a sound move based on merit, or a case of return-starved investors clutching at straws?
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HEAD-TO-HEAD: Kames High Yield Bond vs Baillie Gifford High Yield Bond
This week’s head-to-head challenge featuring Victoria Hasler, head of research at Square Mile Investment Consulting and Research and Sarasin & Partners fund of funds manager Lucy Walker shines the spotlight on two high yield funds: Kames High Yield Bond and Baillie Gifford High Yield Bond.
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PA ANALYSIS: High time for high-yield, the US equity substitute?
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.