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Asset Classes - BondsRSS
What our analysis of more than 10,000 manager moves tells us about star exits
In what is likely to be one of the most significant manager moves of the year, Richard Buxton’s exit from Schroders led a string of high profile departures across the City. But what's the secret to success when a star manager departs? We analysed thousands of switches to find out.
Can Japanese easing sustain the high yield party?
The relative strength of the high yield market has come as a surprise to many, given its low absolute yield on a historic basis. Yet some investors argue the sector has even further to go.
Can BT score against BSkyB in new sports TV push?
After much speculation and more than £1 billion of investment, BT has entered sports TV with a bang, promising free Premier League football coverage to its broadband customers.
GAM: Great Rotation? What Great Rotation?
GAM fund manager Alex McKnight believes talk of a 'great rotation' from bonds into equities is overblown and explains why opportunities in the convertibles market look compelling.
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.
Rathbones A-rated bond man ducks Co-op Bank sell-off
Citywire A-rated Bryn Jones escaped last week’s bond sell-off having identified financial problems at Co-operative bank before its downgrade to 'junk'.
Why Cornelian's Kilpatrick has upped his Treasury exposure
Cornelian Asset Managers' chief investment officer Hector Kilpatrick has taken some profits on equities and bumped up his Treasury weightings.
The Expert View: BT, Spirent and Greggs
A roundup of some of the best analyst commentary on shares, also including HSBC and Jelf.
Hargreaves Lansdown's Gardhouse nets £1 million from share sale
Hargreaves Lansdown's Lee Gardhouse has landed just shy of £1 million after selling 100,000 shares in the firm.
Bill Gross puts cash to work on $292bn bond fund
PIMCO bond star increases weightings across host of asset classes, including upping his already significant position in treasuries.
Aberdeen’s Wolman: Emerging market debt still offers significant value
Aberdeen’s Max Wolman believes investors should shift a portion of their fixed income allocation out of over-indebted developed countries into higher yielding emerging markets, despite the long-held view emerging market debt is much riskier.
Japan soars, FTSE hits new high, as G4S tumbles
Japan's Nikkei 225 jumps 3.6% and the FTSE 100 nears its all-time high as investors celebrate last week's US jobs figures.
Buffett: It makes no difference to me what Bill Gross thinks
Warren Buffett has dismissed Bill Gross' 'new normal' theory, telling the audience at Berkshire Hathaway's annual general meeting it 'doesn't make any difference' to him what the veteran bond investor thinks.
How Woodford's property pick is bucking the China slowdown
Fears about growth in China have resurfaced after figures for the first quarter disappointed investors, making the once thriving tiger look more like a pussycat. But nearby Macau is bucking this trend thanks to its thriving gaming industry.
MRB's Chart of the Week: UK inflation is lower than you think
The level and trend of UK inflation has been a hotly contested subject for some time, even during the economic slump in recent years.
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.
Bill Gross: the 'hidden haircuts' facing investors
The central bank barbers are coming warns the PIMCO bond veteran who expects a spate of stealth taxes on investments.
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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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