ANALYSIS: Time in the sun is over for credit
Leading bond investors issued separate warnings on Friday that the dual tailwinds credit investors have enjoyed in recent years are about to die down.
Chris Iggo
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Axa IM launches fixed term European high yield bond fund
Axa Investment Managers has launched another fixed term bond fund that invests primarily in European corporate high yield debt securities.
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Investors dump bonds as reflation trade takes hold
European investors sold off all types of bonds and bought US equities in November as bond yields and inflation expectations surged. Has the great rotation now finally started?
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Fed hikes and imaginary monsters
I am out of ideas. Over the past few weeks a growing sense of déjà vu has crept into everything I have tried to write.
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Investors get foretaste of bond market plunge
While government bond yields and, in particular, gilt, bund and treasury yields have all been rising in recent weeks (German 10 year yields doubled last week) the last few days have seen sudden, sharp moves that have seen investors lose significant amounts of capital. As one investor put it to Portfolio Adviser on Thursday, if…