Part 2 of 2 – Michael Ausfelder on unconstrained bond funds
Unconstrained bond funds are another way to navigate stressed bond markets. In part two of a video interview, he explains why he is investing in this sort of funds, at least for now…
Fixed Income
-
-
Part 1 of 2 – Only long/short funds can provide protection, says Michael Ausfelder
In a video interview with EIE’s Tjibbe Hoekstra, Michael Ausfelder of wealth and asset manager Vermögenszentrum explains why he believes alternative Ucits funds are indispensable for modern-day portfolios.
-
Are EM fund flows reversing?
Outflows from emerging market equity funds slowed down considerably in September, according to Morningstar fund flows data. Moreover, the International Institute of Finance (IIF) estimates net flows will be positive in October. These would be the first net inflows into emerging markets since November last year.
-
No consensus on bond market prospects, survey finds
Investors are split virtually down the middle as to whether fixed income markets will improve or deteriorate over the next three to five years, a survey has found.
-
Is EM sentiment beginning to shift?
Emerging markets remain low down on wealth managers’ list of things to buy. But, judging by the news flow this week, they are now quite as low down as they once were and, for some, they are beginning to move much higher.
-
Swiss put all cards on high yield bonds
In Switzerland, there are more investors planning to increase exposure to high-yield bonds than to all other fixed income categories combined.
-
Part 1 of 2 – “We only invest passively in IG bonds”
Marcel de Kleer of Wealth Management Partners in the Netherlands has swapped all but one of his active bond funds for passive solutions, he tells EIE’s Tjibbe Hoekstra in a video interview.
-
Danes have high expectations of equities – for now
Denmark’s fund buyers expect equities to return about six times as much as bonds over the next five years. However, these clear dispersions in return expectations do not show in their buying behaviour, which has been rather erratic of late.
-
Part 1 of 2 – “Volatility is not the biggest risk for portfolios”
Bart van de Ven of Belgian wealth manager Accuro has slashed his allocation to bonds, he tells EIE’s Tjibbe Hoekstra in a video interview. He believes investors should accept higher volatility in their portfolios to be able to attain their investment goals.
-
Is cash king?
With volatile market conditions prevailing, many investors are turning to cash as a risk-reducing measure. But are they really doing themselves a favour?
-
IIF – Emerging markets will suffer first net capital outflows since 1988
Emerging markets are set for their first annual capital outflows since 1988, according to a report published by the Institute of International Finance (IIF) on 1 October.
-
Emerging market outflows accelerate
August saw the greatest monthly outflows from emerging markets of all times. Asia, the origin of last month’s global market correction, was particularly hard hit.