Asset Classes - CashRSS
Tom Richards, head of private investment management (offshore) at Thomas Miller Investment (TMI), explains why he is overweight equities and reducing the duration of his fixed income exposure.
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.
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.
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 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.
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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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