Markets
Asset Classes - CashRSS
Argentine bond battle creates EMD shorting opportunities, says Milburn
Kames Strategic Bond fund manager Phil Milburn has taken profits on his emerging market debt short, but is on a watching brief to put the trade back on.
Jim Leaviss: five reasons why Carney might be short of options
M&G Investments' head of retail fixed fixed interest outlines five reasons why new Bank of England governor may find things a little trickier than he anticipated.
Paul Causer: the best value and biggest risks in fixed income
The focus may be on unsustainably low sovereign debt yields, but Invesco Perpetual’s co-head of fixed interest Paul Causer has warned that high yield is overvalued and investors in ‘cocos’ are at significant risk of losing capital.
Investec's van Pittius: BoJ has muddied waters but EM currency still undervalued
Investec Emerging Markets LC Debt co-manager Werner Gey van Pittius says the monetary easing policy sparked by the Bank of Japan (BoJ) and the Cyprus debt crisis have made it hard to assess the relative value of emerging market (EM) currencies in the past few months.
State Street launches UK's first EM inflation-linked bond ETF
The US-based group has launched an exchange traded fund tracking the Barclays Emerging Market Inflation-Linked 20% Capped index.
M&G’s Leaviss: is the new central banking regime a game-changer?
The Bank of Japan’s dramatic policy shift is part of a wider central banking regime evolution, but M&G’s Jim Leaviss questions whether this new framework is really a game-changer.
Why 1994's bond market crash isn't about to be repeated
In 1994 the central banks started raising interest rates, and bond holders were left nursing painful losses. Kames Capital's head of fixed income, David Roberts, explains why it's different this time.
Schroders bond fund duo exit after reshuffle
Two fund managers in Schroders’ fixed income team are leaving the firm, following a restructure of its bond arm to adopt a team-based approach.
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Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
After a record year for inflows and market-leading performance in 2012, emerging market debt has taken a large step towards the mainstream. Our recent debate covers the outlook for the asset class this year and where opportunities can be found.
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Garrett Fish: what would be even better than the iBond
Giving US companies a tax break on repatriated profits would go down even better than Apple's popular iBond, says the manager of JP Morgan American investment trust.
Sponsored: An uncompromising approach to income
In the current income environment, an understanding of the challenges and opportunities present is crucial to uncovering yield. Read more on this topic in the Income Opportunities supplement, in association with Lazard Asset Management.
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