Strong recovery in Europe
Treasuries still offer value
Investment Conundrums: Rathbones CIO Chillingworth eyes yield curve inversion in 2018 for equity market peak
Confident China will avoid slowdown
MiFID II deadline passed
Corporate bonds looking attractive
High yield manager
Sergio Trigo Paz is lead manager
Data 'undershoots expectations'
Amid record short positions
Data from TrackInsight
First UK rate rise in decade this month
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'