Survey: Demand for EM debt steady despite rate rises
Fund managers favour high yield credit and local currency emerging market debt but remain cautious on investment grade credit, according to survey of fixed income firms.
Investment
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Equity funds drive Ucits sales
Investor demand for equity funds sees Ucits sales hit at an all-time high in January.
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How to navigate rise of passives in EM equities
As cumulative flows into emerging market passive funds surpass active alternatives investors should seek opportunities further down the market-cap scale, Aviva Investors head of emerging markets and Asia Pacific Will Ballard argues.
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Surging green bond market suffers diversification problem
A letter from Insight Investment calling for greater green bond issuance from banks highlights the lack of depth in the green bond space, despite the market growing significantly over the last year and the first green bond funds reaching their three-year track record.
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Pictet unconstrained debt fund targets European selectors
Luxembourg-domiciled Global Fixed Income Opportunities fund seeks to exploit market volatility to offer investors higher returns in return for higher level of risk.
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Generali launches infrastructure debt fund
Italian insurer Generali has established a global infrastructure debt fund as it steps up its asset management ambitions.
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Emerging markets: Who’s in your little red book?
Sometimes the details reveal the bigger picture.
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SRI is not the same as ESG
While environmental, social, and governance (ESG) factors have become an inherent part of risk management, socially responsible investment (SRI) products are, by comparison, designed to meet the demand of specific investors, according to Aberdeen Standard’s William Scholes.
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Bond markets ‘at a turning point’
As interest rate hikes loom and quantitative easing ends investors need to be creative to find value in fixed income according to a bonds market expert.
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Emerging markets a ‘sweet spot’ for fixed income
Emerging market bond funds are the “sweet spot” when it comes to the search for fixed income yield, according to BlackRock.
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Finding fixed income yield in alternative credit
Bespoke private assets covering range of short term and long term securities can have attractive ‘illiquidity premiums’ due to the structure of the debt, according to a fixed income-focused fund selector.
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Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.