Fixed Income
Fixed Income | 25 Aug 16
Asset managers prepare for government bond bloodbath
With government bond yields in developed markets at record lows, asset managers are more pessimistic than ever about return prospects for the asset class.
Emerging Markets | 24 Aug 16
Emerging market debt: from devil to darling
Emerging market bonds have undergone a remarkably quick transformation from one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?
Fixed Income | 22 Aug 16
Gilt yield fall has pushed up duration risk sharply – Kames
With the risk vs reward profile of UK gilts already skewed to the downside further yield falls would be undesirable, according to Kames Capital.
Fixed Income | 16 Aug 16
ANALYSIS: Muddled inflation outlook fuels monster worries
Despite a mixed picture for inflation globally, investors remain content to err on the side of the central banks, but something has to give soon.
Global equities, bonds seen as overvalued, CFA survey shows
Growing uncertainty in developed markets and a flight to safe haven assets post-Brexit have skewed valuations, according to an increasing number of industry professionals polled by the CFA Society of the UK.