What’s the next big trend in fixed income (FI) investing? “The big issue for bonds right now,” says Dave Makarchuk, a partner with Mercer who leads the investment consulting business for Western Canada, “is that many plan sponsors believe rates will rise soon, so they’re tending to put off investing more in longer-duration bonds. However, […]
Market cap isn't the right measure anymore.
And the drawdown can last decades.
Integrated Asset Management Corp. (IAM) has launched a new global alternative investment manager, River Plate House Capital Management Inc. River Plate will offer long- and short-term investment strategies focused on real interest rates, as well as customized solutions for managing liability and risk. Michael Hyman is the company founder, president, CEO and chief investment officer, […]
The losses underscore the extra risk in the longest-maturity bonds if the economy recovers faster than investors expect...
Manulife Asset Management favors Indonesian, Philippine and Brazilian local currency corporate bonds.
Either bond investors are underestimating inflation, or Japanese deflation looms.
Although risk is growing, UBS Investment Management believes the U.S. economy will struggle on without actually slipping into negative growth. UBS is still favouring credit sensitive sectors for the incremental income they offer compared with the Treasury agency sector. According to UBS’s September fixed income update, the attractiveness of bonds is having an abrasive effect […]
The relationships between stock and bond returns have proved difficult to pin down, however, let alone understand.