High yield bonds registered a record 7.3bn in net outflows in December, according to Morningstar’s latest fund flows data. European investors reacted strongly on a momentary market correction that month.
Category: Fixed Income
Catalan investors at odds with fund managers
Fund selectors in Barcelona are convinced Spanish bonds are overpriced. But bond fund managers brazenly told the crowd that they will edge even lower, at least in the short term.
Investors flock in global currency bonds
European fund buyers have found their way back into global currency bond funds, which can invest across the bond universe while making specific currency bets.
Bond sentiment converges towards neutrality
According to the latest data gathered by EIE, Pan-European net sentiment (buyers minus sellers) is converging in the direction of zero for all bonds.
rethink fixed income
While calls for the death of the bond bull market may have receded, return expectations have changed, as have the types of products being created.
Government bonds did fund managers
Even French 10-year bond yields are trading below 1% now. Did fund managers see that coming, or were they caught by surprise?
Is 2015 the year sovereign bonds stop working
Investors in developed market sovereign bonds have had a very disconcerting year. But, just how different will 2015 be?
European bond investors look for safety
European investors pulled 5.3bn out of high yield funds in September, while they propped up their holdings in investment grade corporate bonds and long/short debt.
Do dividend stocks make a better choice than bonds
Investors are desperately looking for alternatives to traditional fixed income, but why not resort to dividend-stocks as an alternative to bonds?
market insight Norway q3 2014
Norwegian fund selectors stick to developed market bonds while the rest of the continent seems to have more or less abandoned this asset class.
