Expect government bond yields to rise
The election of an anti-establishment government in Italy sent investors fleeing and Italian government bonds (BTPs) witnessed record outflows earlier this year. Antonio Ruggeri, manager of the OYSTER European Corporate Bonds fund at SYZ Asset Management,...
Latin America and Caribbean at risk
Could now be Argentina's single largest creditor
Euro up against most major currencies
Combined inflows of €17.8bn
Concerns about rising rates
Investment Conundrums: Heartwood's Graham Bishop on recessionary warning signs and 'boiling frog' syndrome
Predicts US leading downturn in late 2019
Months of talks between the parties
Amid record short positions
Outflows of €449m this week
Euro and Ibex 35 fell
We believe that there are two types of bond bear market, writes Andrew Clarke, fund manager - fixed income at Sarasin & Partners.
Small outflows of €78m
Financial conditions are looser today than at the start of the year
IG bonds saw €2.9bn inflows
The most important factor for European equities for the foreseeable future will be the direction of bond yields.
‘Record’ number consider corporate bonds overvalued
Still important to hold government bonds
Comparing environment to 1994
Inflation has overshot ECB target of 2%
Yields on benchmark 10-year UK government bonds jump following announcement
Ian Kenny, head of fixed income at Smith & Williamson, reflects on how globalisation and growing debt levels have impacted the bond markets over the past ten months.
Brendan de Jongh, SA head of research at PortfolioMetrix, explains the benefits of holding an asset class when the risks have increased and yields have declined.