Fixed Income
Fixed Income | 4 Sep 15
US IG bonds becoming sweet spot in fixed income – Invesco
United States investment grade bonds are becoming attractive relative to other fixed income assets due to the ongoing M&A boom ‘enforcing discipline on issuers’, Invesco has said.
Fixed Income | 17 Aug 15
Slumping commodities requires high yield rethink – Lundie
A combination of sovereign-related and company specific credit downgrades in the resources sector has seen a dramatic change in the make-up of the global high yield credit market said Fraser Lundie, co-head of credit at Hermes.
Fixed Income | 17 Aug 15
Flows into RMB bonds likely, says JPM
As authorities take further steps to internationalise the RMB, the currency will strengthen over the medium-term, making onshore bonds attractive, according to JP Morgan Asset Management.
Fixed Income | 16 Aug 15
Inflation-linked bond flows: up and down with the oil price
As the eurozone has been flirting with deflation this year, appetite for inflation-linked bonds has been understandably lacklustre. However, as the oil price started a surprise ascent in April, interest in the asset class rose accordingly. With the oil price now below $50 again, investors are once again abandoning the asset class.
Fixed Income | 14 Aug 15
The nature of bond markets has changed – Woolnough
In the latest Brewin Dolphin podcast, head of fund research, Ben Gutteridge talks to M&G’s Richard Woolnough about, among other things, the changing nature of bond market liquidity and the pros and cons of scale.