Invest in flexible bonds with caution, says Morningstar
As sentiment towards unconstrained bond funds has seen a rise
Unconstrained Bonds
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Fund Manager Focus: Dickie Hodges
Hodges, who runs Nomura’s Global Dynamic Bond Fund, outlines his strategy in comparison with peers
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Under the hood of Credit Suisse’s fund selection process
Giuseppe Patara explains why he sometimes avoids top-percentile funds and what signs suggest switching to passives
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Legg Mason unconstrained fund to focus on govvies
Dublin-domiciled absolute return fund will seek to navigate rising interest rates
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Fund selectors slash unconstrained bond allocation
Inflows into unconstrained bonds plummet amid concerns about illiquidity in asset class as Swiss asset manager Gam freezes fund
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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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Danish selectors’ outlook on equities darkens
While Danish fund selectors are renowned for being some of the most optimistic in Europe in responding to Expert Investor’s research, their latest sentiment on equities are systematically less positive compared with the European average.
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Use non-mainstream assets when conventional ones don’t cut it
When deciding on an investment strategy the temptation may be to follow the herd where there is safety in numbers, but sometimes it’s better to take the road less travelled.
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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.
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Investors go on unconstrained buying spree
Unconstrained bond funds have seen almost unconstrained inflows this year, according to Morningstar data. While more than 40% investors in Europe don’t use such funds, those who do invest in them tend to like them a lot.
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Fund buyers regain appetite for European equities
European equities are once again investors’ favourite, as the eurozone economy is showing signs of acceleration. US equity sentiment, meanwhile, has taken a hit.
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Investors in Barcelona swap duration risk for credit risk
Barcelona’s investors are remarkably unanimous in their fixed income allocation. Almost all of them are overweight short-duration bonds and eight in 10 interviewees are planning to decrease their allocation to long-duration European sovereign debt.