M&G’s Woolnough addresses difficult year for £23bn income fund
UK’s biggest retail fund has 61% held in investment grade bonds, its highest ever weighting
Investment Grade
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Baillie Gifford appoints co-managers to replace bond heavyweights
Baillie Gifford has promoted two staff to co-manager level on two of its bond funds to replace outgoing heavyweights, Stephen Rodger and Donald Phillips.
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What does 2018 have in store for fixed income?
As investors head in to the new year, three fixed income fund managers at Kames Capital give their views on what 2018 could hold in store for high yield, strategic bonds and investment grade.
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Hermes’ Lundie: High yield investors in for a nasty surprise
The benign conditions that prompted investors to overlook investment grade fixed income in favour of high yield could soon come to an end according to Hermes’ credit specialist, Fraser Lundie.
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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.
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Wells Fargo AM launches US IG credit fund
Wells Fargo Asset Management has launched a USD Investment Grade Credit portfolio, a sub-fund of its Worldwide Luxembourg Ucits fund.
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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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Sterling credit will ride BoE tailwind through UK slowdown – PIMCO
A month after the Bank of England’s stimulus announcement, PIMCO UK credit manager Ketish Pothalingam said there is still untapped value in sterling credit, which he bets will weather a 12-month slowdown in United Kingdom growth.
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PA ANALYSIS: Bonds are only unattractive relative to history
Widespread investor aversion to minimal bond yield spreads is buoying equity income and alternatives, but could investment grade and sovereigns soon be back in fashion?
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Where the valuation/risk trade meets the high yield/investment grade allocation…
There are options outside strategic bond funds for those fixed income investors looking for a high yield/investment grade allocation.
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Risky bonds – firmly back in European favour
Emerging market debt and high yield bonds, which have had some pretty high inflow volatility recently, are now firmly back in favour with European investors.
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JP Morgan: Fixed income will positively surprise
JP Morgan bets fixed income will positively surprise as the West follows Japan