Recent yield curve moves show that fixed income no longer rewards simple positioning based on forward guidance but needs judgement too, explains David Roberts, Head of Fixed Income at Nedgroup Investments.
Payden & Rygel’s Eric Souders says today’s bond market rewards selectivity, not simplicity.
David Roberts, Co-Portfolio Manager of the Nedgroup Investments Global Strategic Bond Fund writes that higher gilt yields, domestic politics and economics has dominated bond market chat in the UK.
Irina Kurochkina, Portfolio Manager, Aegon Asset Management, writes that when geopolitical shocks hit financial markets, the instinct among investors is to reach for the nearest historical parallel.
Asset Management One International (AMOI), which is part of Asset Management One Co., Ltd has launched an actively managed Japanese fixed income fund, widely available in the UK and Continental Europe.
The Anthropocene Fixed Income Institute (AFII) has announced the release of its latest guide for investors, “Deforestation and fixed income markets: A primer”.
Jeffrey Burger, Senior Portfolio Manager, Insight Investment, writes that his firm believes US municipal bonds offer a compelling opportunity to access high-quality, yield-enhancing assets. Their structural diversity, credit resilience, and alignment with infrastructure investment themes have the potential to make them a valuable addition to global portfolios.
Global asset allocators are preparing to increase positions in fixed income and cash as they brace for ongoing economic uncertainty and heightened market volatility over the next 12 months, according to a study from PGIM.
Global institutional investors are feeling bullish about the return potential from fixed income hedge funds, according to research commissioned by RBC BlueBay Asset Management. The report revealed that nearly two-thirds of global institutional investors (63 per cent) expect annual returns of 10 per cent or higher from fixed income hedge funds.
Eric Souders, Director and Lead Strategist, Global Unconstrained Fixed Income Team, Payden & Rygel, writes on 2025’s bond markets
