Markets take stock of Italy crisis
The global bond market sell-off this week sparked by the political crisis in Italy may create buy opportunities in Spanish and Portuguese debt.
Latest news
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Invesco offers new ETFs to hedge rising rates
Passive funds provide exposure to floating rate notes (FRNs) – a debt instrument with a variable interest rate.
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‘Bond voyage’ to Italy says fund buyer
Italy’s political drama and subsequent bond sell-off has moved a leading fund selector to reduce their Italian investments to zero.
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Riding the tumult in EM debt
It’s been a rough ride for emerging market debt this year but despite rising rates and surging volatility targeted exposure to certain markets may still be able to reap attractive rewards.
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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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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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Investors pile into Vanguard ETF despite launch of cheaper rival
European investors have piled into a Vanguard ETF tracking the S&P 500, despite the launch of a cheaper rival tracking US large-cap companies.
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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.