In-depth analysis of the latest investment trends
Global credit markets show signs of complacency
Maintaining flexible, long/short exposures across the credit markets, and limiting duration risk is the best way forward investors in today’s challenging fixed income markets, says Charmaine Chin, managing director and head of credit, relative value and event-driven strategies at K2 Advisors, part of Franklin Templeton Investments, in the article below.
Japanese equities – this time lucky?
The re-election of Shinzo Abe as Japan’s prime minister in September has triggered a surge in inflows to Japanese equities. Is Japan’s recent streak of strong performance set to continue or are we witnessing yet another false dawn?
Pimco Income needs “big new idea” to continue outperformance
The Pimco Income Fund has been in unprecedented demand with investors this year. We spoke to investors in the fund to find out why, and assess whether the fund is likely to continue its outperformance.
Will performance-based fees work?
Fund selectors applaud the “courageous” step by Fidelity to introduce performance-related management fees across all its funds by next year. But will the move really improve long-term performance after fees, and is the new model sustainable with most active funds failing to beat their benchmark?