Lazard: the appeal of convertible bonds
Convertibles will be one of the best performing asset classes this year, argues Arnaud Brillois, managing director and portfolio manager at Lazard Asset Management.
Investment
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The merits of short-dated high yield bonds
The returns on short-dated high yield bonds may not be as high as longer term high yield bonds but the shorter duration offers a buffer against volatility – potentially providing a better risk-return profile.
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Europe’s selectors preparing for big market correction
Majority of European fund selectors surveyed at Expert Investor events in Frankfurt, Brussels and Lisbon expect a hefty market correction in developed equity markets within twelve months.
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Deutsche WM turns more cautious
Deutsche Wealth Management has increased the allocation to sovereign bonds in the firm’s model balanced portfolio due to market volatility.
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BTP spreads rely on Italy’s incoming finance minister
The movement of Italian government bond spreads will depend on who will be the next finance minister, and future volatility will depend on whether the new government’s decisions diverge from the European Union, according to a top fund selector.
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Fund selectors ‘slow to shift into alternatives’
Fund selectors are not using alternatives despite the popular view that the asset class is important for diversification, says French asset manager Natixis.
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GDPR boost to security software providers
EU data protection law comes into force on Friday May 25 but earnings at tech security companies could benefit throughout the year as non-compliant global companies play catch up.
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Fund selectors still keen on EM debt despite sell-off
Emerging market fundamentals remain robust in the opinion of many European fund buyers who say a market correction has increased the appeal of the asset class, according to Last Word Research.
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Wells Fargo AM launches global equity absolute return fund
Wells Fargo Asset Management has launched a Ucits-compliant global equity absolute return fund.
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Looking beyond the data
The art of fund selection, says Danske Bank’s Kristina Ganea Bertelsen, is asking the right questions.
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Portugal: from pig to golden child
The Iberian country has undergone a turnaround in fortunes since the European debt crisis.
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Smart beta not really for the mainstream, says UBP
Smart-beta strategies are unlikely to overtake traditional fund products and become a mainstream investment tool, argues Nicolas Faller, co-CEO of asset management at Union Bancaire Privée.