Recent developments in bond markets are likely to become major themes within the fixed income sector, writes Dipankar Shewaram of Western Asset Management.
Asian convertibles may not be a traditional option for UK investors but they could be the best way to play Asia in the likely volatile markets of 2010, writes Kurt Fisch
Equity income funds are returning to favour as investors look to generate cashflow within fluctuating bull and bear markets, writes Adrian Frost of Artemis.
Despite the significant gains generated in bond markets in 2009, we believe the case for corporate bonds remains strong.
Top-performing fixed interest manager Paul Reed is maintaining his focus on lower-rated bonds in 2010 after noting an easing of default risks.
Janus Capital's Gibson Smith on why corporate credit now plays a critical role in generating superior risk-adjusted outperformance.
Augustus Asset Managers' funds are to invest more heavily in convertible bonds as it feels the equity risk premium is now higher than the premium it can earn on vanilla bonds.
Property research note says managers will need to take more active stance to generate returns into 2010
Jupiter manager believes low-rate environment will continue to be supportive for bonds as investors continue to search for yield in 2010
Duo take steps to reverse position taken in January