Maintaining flexible, long/short exposures across the credit markets, and limiting duration risk is the best way forward investors in today’s challenging fixed income markets, says Charmaine Chin, managing director and head of credit, relative value and event-driven strategies at K2 Advisors, part of Franklin Templeton Investments, in the article below.
EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year. But do EM tech companies offer better opportunities on the long term as well?
The re-election of Shinzo Abe as Japan’s prime minister in September has triggered a surge in inflows to Japanese equities. Is Japan’s recent streak of strong performance set to continue or are we witnessing yet another false dawn?
The Pimco Income Fund has been in unprecedented demand with investors this year. We spoke to investors in the fund to find out why, and assess whether the fund is likely to continue its outperformance.
An outright ban on the offering or acceptance of inducements within the financial services industry will lead to out “opportunities for people to understand each other” to be missed, the Chartered Institute for Securities & Investments (CISI) has warned.
With most global fixed income markets priced for perfection, investors are flocking to the one yield hold-out left: emerging market debt. But are investors really being compensated for the risk?
The nine-year bull market is going into extra time now, thinks Robeco. A real possibility is that the match will end in a sudden death, by a major world leader’s own goal. And that’s someone who’s fonder of football than Donald Trump.
Investors have been hiking their allocations to risky assets since Donald Trump was elected US president exactly a year ago. But has Trump had any role in driving these flows?
Fund selectors applaud the “courageous” step by Fidelity to introduce performance-related management fees across all its funds by next year. But will the move really improve long-term performance after fees, and is the new model sustainable with most active funds failing to beat their benchmark?
Bitcoins have attracted a tremendous amount of noise this year and are now firmly in the mainstream. But are cryptocurrencies a passing fad? Or should investors be paying attention?
In an earlier article, we looked at the lessons fund managers had learnt from their mistakes. But fund selectors also need to break eggs to make a good cake. Take a look at the mistakes they made and maybe you can learn from them too.
The ECB will cut the size of its monthly asset purchases in half from January next year, ECB-president Mario Draghi announced on Thursday. Bond and equity markets as well as the euro hardly responded to the announcement.
