Some 57% of delegates at Expert Investor Bilbao last week said they will step up their allocation to convertibles, while none are planning to decrease it. This strong appetite for convertible bonds stands in sharp contrast with other fixed income. Some 56% of fund buyers in the Basque country plan to decrease their exposure to […]
Category: Fixed Income
Absolute return inflows keep breaking records
Inflows into alternative Ucits funds broke an all-time record for the second consecutive month in March. According to Morningstar’s European fund flows data, investors poured in €8.7bn over the month. Total net inflows in the first three months of the year now total € 19.8bn. Multistrategy funds remain the most popular category, with €3.3bn in […]
High yield fund flows emerge from the ground
The spike in net inflows coincides with renewed appetite among fund selectors for the asset class.The share of fund buyers telling us they will increase allocation to high yield bonds in the next 12 months almost doubled from 12% in December to 23% in late March. There seem to be several reasons for the uptick in interest. […]
Equity long/short is alternative to government bonds, says Jose Luis Borges
José Luis Borges, head of institutional portfolios at BPI Gestao de Activos, is now underweight government bonds, and tells EIE’s Tjibbe Hoekstra why he has been investing in equity long/short strategies as an alternative.
Mercer finds no strong calls this year
No asset class or geography particularly stands out in fixed income, but Asia is “the least bad place to be,” said Garry Hawker, a partner with Mercer in Singapore.
Economic optimism leads Finns to high yield bonds
Finnish fund selectors have turned from a bunch of sceptics into outright optimists as far as their macroeconomic outlook is concerned. This translates in a preference for risky assets such as European equities and, surprisingly, high yield bonds.
Economic optimism leads Finns to high yield bonds
Finnish fund selectors have turned from a bunch of sceptics into outright optimists as far as their macroeconomic outlook is concerned. This translates in a preference for risky assets such as European equities and, surprisingly, high yield bonds.
German fund buyers climb risk ladder
Investors in Germany are aware of an inconvenient truth: to have a reasonable chance to achieve their return targets, they need to take more risk.
What are bond investors thinking
German borrowing costs over five years fell into negative territory for the first time on Thursday, as demand for German bonds continued unabated.
Investors flock to low-risk bonds
Morningstars December fund flows exposed an appetite gap between investment grade bonds and higher yielding, riskier bonds.
