fixed income

Peripheral Europe economies are diverging and investors should think of Spanish and Italian sovereigns as a rate trade, not a credit play, explains Carmignac's Sandra Crowl.

With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.

Super-size me: The risk of going too big in bonds

Fixed Income

BNY Mellon is set to acquire US-based fixed income and solutions specialist Cutwater Asset Management, bolstering Insight Investment's capabilities in the process.

The future direction of bond yields is less important to the fixed income story than many suspect, PIMCO's Mike Amey has suggested.

Regina Borromeo has more than doubled exposure to mortgage-backed securities in the Legg Mason Income Optimiser fund since the start of the year as a play on the housing recovery in Europe.

Credit risk seems to have taken a back seat recently, with even Lufthansa's junk-rated bond being massively oversubscribed. Using a metric like the Moody's Analytics expected default frequency measure could help passive allocators manage credit risk,...

How big a risk to bond market liquidity is Bill Gross' shock exit?

The recent sell-off in high yield means opportunities in the 'rising stars', housing, and building materials sectors, explains PIMCO's deputy CIO Mark Kiesel.