Bonds
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.
What have been managers' best and worst trades of the year?
The stocks to remember – and the ones to forget
JP Morgan's Stealey: Why we have halved our high yield exposure this year
Improving portfolio credit quality behind fund's plans
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.
Morningstar IM looks to Germany and Korea for relative value
New positions set up despite drop in equities exposure
FCA to temporarily ban promotion of speculative mini-bonds
From 1 January 2020
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
Markets enjoy 'wave of optimism' as investors suffer FOMO
Latest BofAML survey
Global growth pick-up key to higher bond yields
Global manufacturing continues to contract as trade falters. The Trump administration’s attempts to overhaul trade agreements are cooling sentiment and raising global uncertainty.
Trick or treat: The spookiest market events of the year
What moments have freaked investors out the most?
Losing my religion: What is the point in bonds?
Reviewing their usefulness at a time of intense volatility
Fantastic five: Managers' top contrarian fund picks
Which products can withstand market turbulence?
Why Greek bonds are the unlikely 'best in class' assets to hold
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.
Will Argentine bonds be the new Ukrainian-style success story?
Investors hopeful of bounceback ahead of elections
Why sterling credit is now an 'attractive' opportunity
Valuations across the bond market are looking expensive. The relationship between duration and yield is stretched to the extreme.
Why are investors still flocking towards European bonds?
Despite a recent sell-off, $17trn in global bonds trade with a negative yield.
Allianz GI's Riddell: Bond managers now 'bank managers'
Manager foresees problems with corporate bond funds
Investment Conundrums: How Premier's Neil Birrell is navigating the 'mind-blowing' bond market
Investors could experience a nasty shock, CIO argues
The interplay between liquidity and economic growth
Bonds go down when equities go up, is the common perceived wisdom among investors.
Is the market immune to macro shocks?
Prudence required to navigate choppy waters
Strategic bond funds reduce risk in 2019
Rotating out of high yield and EMD
Investors pull another £1.2bn from UK equities funds as Brexit continues to bite
Fixed income funds dominate inflows
What the US bond market really means for equities
Views on US equities seem to neatly fall into two camps.
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