Traditional corporate bonds: not a buying opportunity for everyone
Investor sentiment towards bonds, especially corporate bonds, has improved, but John Stopford of Ninety One warns that investors may be too optimistic about the looming risks
Ninety One 7th Mar 2024
How do sustainability factors affect a country's sovereign bonds outlook?
Schroders’ latest research examines how sustainability factors, particularly climate risk, education, and sociopolitical stability, influence the way investors price sovereign credit.
Schroders 20th Feb 2024
The Week: Inflation divergence
Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?
Adviser-Hub 15th Feb 2024
Higher interest rates – winners and losers
Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?
Adviser-Hub 6th Dec 2023
Lower interest rates – winners and losers
Opportunities in EMD as ESG evolves
As emerging markets catch up with their developed peers in integrating ESG, abrdn examines some of the opportunities this is creating for bond investors.
abrdn 27th Nov 2023
How to think about bonds in this new world
Capital Group shares why they believe in the value of fixed income in portfolios, and how bonds should be viewed in this different world.
Capital Group 15th Nov 2023
Whatever happened to the recession – and does it matter for bonds?
Capital Group’s analysis points to one clear implication: the importance of investing in fixed income despite ongoing uncertainty.
How ESG monitoring can enhance sovereign bond investing
Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers.
Capital Group 8th Nov 2023
The Week: Bond market worries
Long-dated bond yields are rising, as investors start to price in a ‘higher for longer’ scenario. Is this a much-needed adjustment? Or the start of something more worrying?
Adviser-Hub 5th Oct 2023
Is now the time to exit cash and move back into bonds?
Capital Group’s Haran Karunakaran explores whether we are at an inflection point where it makes sense to shift back into fixed income.
Capital Group 7th Sep 2023
Back to bonds for Baillie Gifford’s Multi Asset Team
Last year was a miserable year for almost all investors, but perhaps particularly so for multi-asset investors. The careful asset allocation and diversification on which they had built their portfo...
Baillie Gifford 2nd Aug 2023
Ninety One | Thinking beyond bonds: from the multi-asset income desk
Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton from Ninety One are back on...
Ninety One 19th Jul 2023
Navigating Uncertainty 2.0 – are bonds in the sweet spot?
Since the start of the year, the potential long term investment opportunity for fixed income has increased. Capital Group’s Peter Becker and Flavio Carpenzano tell us more.
Capital Group 30th Jun 2023
Blue bonds and the ocean funding gap
Bonds that invest in ocean conservation may eventually replicate the success of their green counterparts; however, Fidelity’s Kris Atkinson discusses why a win is not guaranteed. ...
Fidelity International 21st Jun 2023
Are investors picking up enough pennies in front of the inflation steamroller?
Emerging from last year battered and bruised by bonds as inflation ripped through the global economy, many investors are understandably asking whether they should continue to own them.
Schroders 9th Jun 2023
Sustainable bonds in Asia: looking beyond the label
Sustainable investing in Asia is rapidly evolving – Henry Loh, Head of Asian Credit, abrdn, explores how investors can be sure their money is having a positive impact.
abrdn 24th May 2023
Hub Themes | Bonds
After a challenging period, bonds made a comeback towards the end of 2022 – bu...
Adviser-Hub 10th Mar 2023
Schroders | CIO Lens Q1 2023: brighter days ahead?
After the gloom of 2022, Johanna Kyrklund and other leading investors around Schroders look at what might await in 2023, including the increased attraction of bonds and markets outside the US.
Schroders 30th Jan 2023
Market view: Boosting exposure to bonds
BNY Mellon head of mixed assets investment Paul Flood explains why the team is increasing exposure to bonds in multi-asset portfolios but taking a careful approach to duration.
BNY Mellon Investment Management 3rd Nov 2022
Green thinking for the property
Insight Investment ESG analyst Annabel Jennings and senior credit analyst Karsten Hartmann explore the world of green property bond investment.
BNY Mellon Investment Management 3rd Aug 2022
The Week: High yield bonds: another fixed income trouble spot?
It’s been a tough month for junk bonds - does this close off another avenue for fixed income investors?
Adviser-Hub 1st Dec 2021
Staying Focused in Frantic Times
In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains. Capital at risk and income not guaranteed.
Baillie Gifford 14th Oct 2021
In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains.
Wanted – Bond Champions: Why it pays to be a fixed income investor
Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. However, Baillie Gifford’s Phil Annen insists that this is an asset class that can still form a...
Baillie Gifford 29th May 2020
The Week: When is a safe haven not a safe haven?
Is it time to rethink what constitutes a ‘safe haven’ in the current market environment?
Adviser-Hub 13th Nov 2019
A Spotlight On: The Sterling Strategic Bond Sector
As of December 2018, the IA Sterling Strategic Bond sector has c.£130 billion of client assets invested across 91 funds. The sector could most simply be characterised as a flexibl...
Adviser-Hub 16th Jan 2019
UK bond market review: Gilt yields driven down by demand for safe havens
May 2018 UK gilts experienced a choppy month during May. The yield on the benchmark ten-year government bond rose above 1.55% during the middle of the month, but plummeted towards the end of May as...
Adviser-Hub 8th Jun 2018
The Week: Is the recent emerging market decline terminal?
Emerging markets have suffered over the past few months, as the Dollar has strengthened and US bond yields have risen.
Adviser-Hub 7th Jun 2018
The Week: La Dolce Vita?
Markets have been soothed by Italy’s apparently successful bond auction. Are they too quick to revert to business as usual?
Adviser-Hub 31st May 2018
UK bond market review: Gilt yields continued their rise in February
Having risen strongly during January, gilt yields continued their upward journey in February.
Adviser-Hub 9th Mar 2018
UK bond market review: Gilt yields soar in January
Despite a rally in the value of the pound, UK government bonds experienced a drop in demand during January, sending yields sharply higher.
Adviser-Hub 14th Feb 2018
The Week: An alternative perspective on the bond market?
The economy is rolling and it’s all bad news for the bond markets, right? But is there an alternative view?
Adviser-Hub 13th Feb 2018
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