Fixed income: Look before you leap
Should fixed income investors shun a ‘buy the market’ approach in favour of selective and targeted regional and credit selection?
US Treasuries
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Treasury hunt: MGIM’s Owen on the storm brewing in bond markets
10 year treasury hit highest level since the GFC last week
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Rising bond yields: A one-off adjustment, or a warning light for investors?
Bond markets are preparing for ‘higher for longer’ interest rates despite falling inflation
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Payden & Rygel’s Jenkins: ‘Significant economic slowdown’ to hit ‘sooner or later’
Global interest rate rises of this magnitude have never been seen before, according to the Payden & Rygel managing director
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Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
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Yoram Lustig: ‘In Israel in the 1980s, we had inflation of 400%’
T Rowe Price head of multi-asset solutions believes inflation will soon peak and the correlation between bonds and equities will drop
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Darius McDermott: Is it too early to get back into bonds?
‘We think building a position in 10-year US treasuries is now a serious consideration’ says one portfolio manager
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Bond managers fear ‘self-fuelling bear market’ amid yield curve hysteria
Spread between the two-year and 10-year treasury now 0.09%
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Morningstar boosts cash to 30% in multi-asset fund
Morningstar Investment Management has substantially raised the cash levels in its Real Return multi-asset range as it braces for interest rate normalisation and higher volatility.
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Finding value in EMD and alternative fixed income
To navigate the hazards of the bond markets, one fund manager looks to US and emerging market debt for value while a fund selector finds opportunity in alternative fixed income.
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Are US treasury yields tempting enough yet?
With yields verging on 3%, investors are starting to see US government bonds attractive as a safe haven, but is that the case as volatility has crept back into markets and equities have started to sell off?
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Will markets sell off when treasuries hit 3%?
Yields on the US 10-year treasury were last at 3% in January 2014, but with the US Federal Reserve set to hike rates at least three times this year industry insiders argue it’s matter of when, not if, they will again break that barrier.
