Fixed Income – Page 43
-
FeaturesIPE Expectations Indicator June 2017
When fewer than one in 10 respondents expects something to happen, it is hard to accept it could happen. There is an increased number of such instances in the most recent IPE Asset Manager Expectations poll.
-
Features
Mexican Peso bonds: A Trump rebound
Mexican assets have benefited from the softening of the Trump administration’s protectionist rhetoric
-
Asset Class Reports
Government bonds: Euro-zone risks remain
Economic growth prospects in the euro-zone look brighter but political uncertainties are a cause for concern
-
Asset Class Reports
Inflation-linked bonds: Inflationary trends stoke linker demand
Inflation-linked government bonds are back in demand as investors seek protection against rising inflation
-
Features
Convertibles: A fundamental shift
Convertibles are gradually being recognised as an asset class in their own right
-
Asset Class Reports
US Treasuries: Dampener on Trump’s promises
The Trump administration seems to be moving away from the president’s radical campaign rhetoric
-
Special Report
Private debt: Time to get picky
After years of strong performance the sector could be due a shake-out
-
Special Report
Securitisation: European recovery lags the US
US securitisation is finally recovering from the global financial crisis while in the euro-zone the central bank is soaking up most issuance
-
News
Scandinavian investor seeks systematic 'trend following' fund via IPE Quest
Also: Dutch pension fund using IPE Quest Discovery service for debt manager searches
-
News
PGB ramps up allocation to real estate loans
Infrastructure, government bonds, and alternative credit allocations all brought in double-digit gains in 2016
-
News
Joseph Mariathasan: Venezuela – is the risk priced in?
Venezuela may be a mess, but what counts is whether asset prices reflect the risks
-
News
Alternative credit can bridge between return and matching assets: NN IP
Changing preferences for growth and matching investments are driving alternative allocations
-
News
Mandate roundup: NEST makes 'strategic' high yield bond move
Also: Italy’s Fondo Pensione PRIAMO hires BNP Paribas for custody services
-
News
Switzerland: Record backing for international assets, alternatives
Currency hedging on record-high as is exposure to alternatives, finds Swiss consultancy Complementa
-
News
PFZW takes stake in green bonds as part of sustainability drive
Investment in mortgages for energy-efficient buildings and thermal grids
-
News
Swiss pension funds, insurers offered 2°C climate alignment tests
Occupational pension fund association is recommending participation
-
FeaturesIPE Expectations Indicator May 2017
A key metric for interpreting manager expectations is the difference between those expecting a rise and those expecting a fall. Having data to analyse, trends, trend shifts and historical highs and lows helps make things clearer. While there are many themes worth noting, there is only one universally negative point, which is historically low and in a strong downtrend.
-
News
Insurers competing 'aggressively' for derisking business: Willis Towers Watson
Muted start to the year masks a rush from insurers to cater for mid-range de-risking deals
-
News
Insurers more upbeat on credit after expectations ‘reversal’
Most insurers no longer think the credit cycle is in its final stage
-
NewsKempen launches structured credit fund
“Easy and cost-effective access to structured credit market”
