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There are 70 item(s) tagged with the keyword "fixed income".

Displaying: 1 - 10 of 70

Attractive wipeout yields in short-dated credit

Following months of pain for bond markets hit by stubborn inflation and high interest rates, front-end credit remains a relative safe haven for investors, continuing to provide attractive relative risk adjusted returns. Here, our portfolio managers analyse the impact of so-called “wipeout” yields and spreads and outline why current attractive levels mean that the performance of front-end bonds is now much more insulated from further yield rises or spread widening than it has been in the past.

Tags: Fidelity, fixed income
Three reasons why US bonds could outperform

As conditions look ripe for a period of outperformance in US credit markets, Fidelity US Dollar Bond portfolio manager Rick Patel outlines three catalysts that could trigger the Fed to start cutting interest rates.

Tags: Fidelity, Fixed Income, US
China - Supportive Policies Aim to Bolster Growth Amid Challenges

Since the onset of the year, Chinese authorities have embarked on strategic measures to stabilize the capital market and bolster economic growth. The People’s Bank of China (PBOC) has taken significant steps, including a 50 basis point cut in the reserve requirement ratio (RRR) – the largest since 2021 — followed by a historic 25 basis point decrease in the 5-year Loan Prime Rate (LPR). These policy actions have significantly boosted market sentiment, as reflected in the recent uplift in the Chinese stock market. These measures also align with our expectation of a supportive policy landscape in China for 2024.

Tags: monetary policy, Fixed Income, Banks
Invesco Bond Income Plus Ltd – Refuelling the engine

Over the last two years it’s become much easier to earn an attractive level of yield from bonds. Rhys Davies looks at how the improving opportunity set has boosted the level of income in the Invesco Bond Income Plus portfolio.

Tags: Invesco, FIXED INCOME
Q&A: The macroeconomic outlook for fixed income

Liam O’Donnell leads the Artemis fixed income team’s strategy on macro and rates. Here, he provides his thoughts on the current economic backdrop and the implications for the fixed income market.

Tags: Artemis, Fixed Income
Does corruption perception matter to investors?

It's not lost on any investor that nearly half the world's population is set to participate in elections this year, with a select few anticipated to significantly alter a country's trajectory. With this in mind, we ask, do corruption perception trends matter to investors?

Tags: M&G Investments, Fixed Income
Pivotal moments

Economists and portfolio managers from BNY Mellon Investment Management share ‘pivotal moments’ of recent years and how they have influenced macroeconomic and market trends

Tags: BNY Mellon Investment Management, Thematics, technology, Equities, sustainability, Macroeconomics, Fixed Income
To CCC or not to CCC, that is the question

With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.

Tags: abrdn, fixed income
Are we heading for a fixed income renaissance?

BNY Mellon Investment Management chief economist Shamik Dhar looks at key macroeconomic drivers which could buoy fixed income markets in the years ahead.

Tags: BNY Mellon Investment Management, Fixed Income
Celebrating a decade of social impact bond investments

The CT UK Social Bond Fund has pioneered impact investing for fixed income, through investments that deliver positive social outcomes and a financial return consistent with the risk profile of the broad UK investment grade credit market. We talk to portfolio manager Tammie Tang.

Tags: Columbia Threadneedle Investments, Responsible investment, Fixed Income - Investment Grade, Fixed income

Displaying: 1 - 10 of 70