Adviser-Hub articles

Articles tagged: BONDS
Partner Zone

Bond correlations normalise, but will it hold?

The equity-bond correlation has turned negative and it seems that bonds can perform a hedging role once again – however, it’s the context that matters, says Fidelity.

Fidelity International 7th Oct 2024

nineo_bondsfcus31024a Analysis & Opinion

Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 3rd Oct 2024

abrdn_choppya Partner Zone

Navigate choppy waters with the help of bonds

Find out if an allocation to fixed income could help smooth the way with abrdn's Jamie Irvine.

abrdn Investments 19th Sep 2024

cpgrp_bonds17924a Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 17th Sep 2024

arbdn_chop16924 VIDEO

abrdn | Navigate choppy waters with the help of bonds

We believe investors who get on board now could lock in today’s high yields. Watch Jamie Irvine’s video to discover more.

abrdn Investments 12th Sep 2024

sch_bonds11924a Partner Zone

Are bonds set to return as a portfolio diversifier?

Investors have recently questioned the role of bonds in portfolios as inflation increased and equity-bond correlations rose. However, with inflation coming under control, are bonds set to return?

Schroders 11th Sep 2024

abrdnclimchga Analysis & Opinion

Climate Change: sustainable returns, real-world impact via active transition investing

How bond investors can potentially achieve decent returns for their portfolios and help the planet: an Asian perspective from abrdn.

abrdn Investments 28th Aug 2024

cg_fixedinca Partner Zone

Fixed Income Perspectives: macro and market insights

Capital Group’s perspective on how shifting expectations for rate cuts may impact bond yields, plus where to find relative value among bond sectors.

Capital Group 18th Jul 2024

abrdn_climate5a Analysis & Opinion

Investing in the climate transition: bonds versus equities

abrdn explains why the influence bond investors wield shouldn’t be underestimated.

abrdn Investments 20th Jun 2024

towfiqu-barbhuiya-jpqyfK7GB4w-unsplash (1) Partner Zone

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

Schroders12321322 Partner Zone

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

Article-Chart-05-2019 Analysis & Opinion

The Week: Inflation divergence

Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?

Adviser-Hub 15th Feb 2024

hub-exclusives-banner-alternatives-34 Analysis & Opinion

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

hub-exclusives-banner-alternatives-35 Analysis & Opinion

Lower 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

abrdn_emd281123a Analysis & Opinion

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 Investments 27th Nov 2023

cpgrp_tkbond Partner Zone

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

cpgrp_recess Partner Zone

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. 

Capital Group 15th Nov 2023

capit_bond7a Partner Zone

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

Article-Puzzle-01-2019 Analysis & Opinion

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

Partner Zone

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

Article-Time-01-2019 Partner Zone

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

ninetyone190723avid VIDEO

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

Partner Zone

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

fil_bond210623a Analysis & Opinion

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

Hub Exclusives - Banner_Alternatives 3 Analysis & Opinion

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

abrdnasia240523a Analysis & Opinion

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 Investments 24th May 2023

hubthemes_bonds VIDEO

Hub Themes | Bonds

After a challenging period, bonds made a comeback towards the end of 2022 – bu...

Adviser-Hub 10th Mar 2023

schroders_300123a VIDEO

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

Article-London-01-2019 Analysis & Opinion

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

Article-Puzzle-01-2019 Analysis & Opinion

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

Article-Chart-03-2019 Analysis & Opinion

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

Partner Zone

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

Article-Chart-01-2019 Partner Zone

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.

Baillie Gifford 14th Oct 2021

Partner Zone

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

Article-balance-01-2019 Market Updates

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

Article-Chart-PZ-02_1 Partner Zone

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

Article-Week-Reflection-AO-01_1 Market Updates

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

Article-America-01 Market Updates

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

Article-Building-04 Market Updates

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

Article-London-01-2019 Market Updates

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

Article-Week-Reflection_1 Market Updates

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

Article-Chart-01-2019 Market Updates

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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