Will use own 'best-in-class' analysis
Joining as senior portfolio manager
Managed by Damien Buchet
With the global tide of the central bank stimulus injection soon to turn, only a few segments of the fixed income universe have enough spread cushion to absorb the shift to a post-QE era.
Mike Count, senior fund manager at Canada Life Investments, asks if the strong run in corporate credit can continue and outlines the investment case for insurance bonds, which have been left behind in this rally.
Currency also a big risk
This year has seen a continuation in 2016's trend for corporate credit. The European Central Bank (ECB) purchase programme under its quantitative easing policy has pushed corporate credit spreads tighter, starting with high-quality corporate issuers,...
Managed by Honyu Fung
Two income funds; two multi-asset
Company's ambition exceeds its cashflow
The monetary policy debate is likely to continue to dominate volatility in government bonds markets, and its ripples are likely to impact broader fixed income markets.
Central banks have a 'task and a half'
Managed by Thomas Wells
Bullish on Trump's pro-growth agenda
Why the reflation trade is 'overhyped'
What are the biggest misconceptions investors have about fixed income investing in the current climate?
Managers from Investment Week's Fixed Income Market Focus discuss the drivers and risks for the asset class.
Risk scenarios vary from country to country
'Sell in May and come back on St. Leger’s Day'
Remains positive on bonds
New fund managed by Warren Hyland
Favours EMD to mitigate rising rates
In June 2016, immediately before the Brexit referendum, a curious thing happened.
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Pair of bond funds launched last year