Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification
Fixed Income
Global Asset Tracker: Low yield world sparks new roles for debt and alternatives
Should private banks have a licence to kill off bonds?
Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?
Politics and climate shape Franklin Templeton view
Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel
London & Capital shifts bond holdings to prepare for growth
Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges
Investors tempted by more exotic fixed income flavours
Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets
Investors re-evaluate bonds in light of negative yields
With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets
Fixed income is here to stay, but in what form?
PWM gathered leading figures from the fixed income world to debate the future of the asset class and the role bonds may play in investors’ portfolios
Investors keep powder dry as bonds enter the unknown
With yields higher than they have been in years, bonds are once again an interesting option for income-seeking investors, but there are fears what rising rates and an end to QE might mean for the asset class
BlackRock bonds boss warns markets suffer from tunnel vision
BlackRock’s global fixed income CIO Rick Rieder talks Turkey, ESG, liquidity and big data
Are emerging markets set for a new taper tantrum?
A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?
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