Bonds
Preparing for the volatility 'bonfire' ahead
We continue to expect volatility in financial markets to rise substantially at some point.
The forces driving emerging market debt returns
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
Gallery: 11 outlooks for asset classes, themes and investing styles in 2020
Senior fund managers and economists discuss biggest headwinds and tailwinds
EM 2020 outlook: 'Impulsive' Trump and other macro woes to persist
But growth and sentiment set to improve
EMD yields look attractive but beware political risks
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
The Top Down: Invesco's Taylor on why bond markets are in a 'precarious position'
Our latest podcast out now
Square Mile's funds to watch in 2020
New and promising strategies
Fund picks for 2020 - Short duration, value and a potential Brexit bounce
Which products should investors go for?
JP Morgan's Stealey: Why we have halved our high yield exposure this year
Improving portfolio credit quality behind fund's plans
HSBC GAM unveils Asia high yield fund
Targeting long-term total return
Carmakers' bonds look good value in the short term but long-term challenges persist
The auto sector and credit markets have long had a love-hate relationship.
FCA to temporarily ban promotion of speculative mini-bonds
From 1 January 2020
UK equity managers back St James's Place as hedge funds up short positions
Firm gets backing amid fee structure criticism
Kames Capital bond fund fee cut a 'sign of things to come'
UK and Dublin-domiciled funds lowered by up to 30bps
GE2019: Labour and Lib Dems reveal pension and tax policies
Race to Downing Street turns to income tax and social care
Why 'extra caution' is required on interest rate and credit exposure
2019 has been a stellar year for global bond markets, as weak global economic growth and low inflation have combined with ever more accommodative central banks to push global bond yields significantly lower.
An active approach: High loan yields signal buying opportunity
The case for loan funds
Managers rotate back to UK domestics ahead of General Election 'clarity'
Driven by hopes of Brexit resolution
Where to invest when the going gets tough
How floating rate notes could help UK equities
Woolnough shifts flagship M&G bond funds to 'shortest duration ever'
Favouring credit risk over interest rate risk
Now is not the time to give up on US Treasuries
Still a good case for long-duration assets
Alken's Dunmall: Convertibles can be the most attractive investment
Underperforming stocks key to dividends, manager argues
GAM launches Asian fixed income capability
Amy Kam to lead GAM Asian Income Bond strategy
Update: NN IP's Assalin and EMD team join William Blair IM
To start in Q1 2020
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