Where now for fixed income investors? 25/07/2014 With sovereign bond yields and credit spreads trading at near historic lows, and an ambiguous macroeconomic environment, traditional bond portfolios are no longer looking that compelling. Such portfolios are typically managed relative to an aggregate index, with limited flexibility to expand their opportunity sets and tool boxes and at this point, following a 30 year bull market for the bond market, prospective returns from traditional bond portfolios do not look that attractive.
Intermediaries to increase client exposure to resources, commodities – Barings 19/06/2014 Nearly two in five (38 percent) intermediaries believe their clients should increase their exposure to natural resources and commodities, according to the latest Baring Asset Management Investment Barometer. This represents a significant increase from the last barometer, where a quarter (25 percent) backed an increase in exposure, and is the highest for almost three years.