ESG integration in bonds ‘requires different strategy’ to equities
ESG criteria in fixed income funds should focus on company’s financial strength, rather than market sentiment
BTP spreads rely on Italy’s incoming finance minister
The movement of Italian government bond spreads will depend on who will be the next finance minister, and future volatility will depend on whether the new government’s decisions diverge from the European Union, according to a top fund selector.
Nordic selectors warm to developed market govt bonds
Sentiment towards developed market government bonds moves to ‘neutral’ in Nordic region, but remains ‘negative’ for pan European selectors.