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 stocks to remember – and the ones to forget
Improving portfolio credit quality behind fund's plans
The auto sector and credit markets have long had a love-hate relationship.
New positions set up despite drop in equities exposure
From 1 January 2020
Underperforming stocks key to dividends, manager argues
Amy Kam to lead GAM Asian Income Bond strategy
Latest BofAML survey
Global manufacturing continues to contract as trade falters. The Trump administration’s attempts to overhaul trade agreements are cooling sentiment and raising global uncertainty.
What moments have freaked investors out the most?
Reviewing their usefulness at a time of intense volatility
Which products can withstand market turbulence?
Most fixed income has performed well in 2019 aided by the change in outlook from many central banks around the world and the gross redemption yield (GRY) on many bonds have fallen to very low or negative levels.
Investors hopeful of bounceback ahead of elections
Valuations across the bond market are looking expensive. The relationship between duration and yield is stretched to the extreme.
Despite a recent sell-off, $17trn in global bonds trade with a negative yield.
Manager foresees problems with corporate bond funds
Investors could experience a nasty shock, CIO argues
Bonds go down when equities go up, is the common perceived wisdom among investors.
Prudence required to navigate choppy waters
Rotating out of high yield and EMD
Fixed income funds dominate inflows
Views on US equities seem to neatly fall into two camps.