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Archive for the ‘Fixed Income’ Category


Unconstrained bond investing – an introduction

Unconstrained

Unconstrained bond investing strategies can provide a solution for today’s investors and tomorrow’s liabilities. Here we outline what unconstrained investing strategies are, and why investors should consider them now.   Why unconstrained investing?   Returns, drawdown protection and governance In the face of unwinding fiscal stimulus and continued high valuations, investors face a great challenge

June 21, 2018 Categories: Fixed Income, Investment Strategy
Global Fixed Income Survey

Q2 Fixed Income Survey – the U.S. growth domino effect

Throughout the year we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. Today, we’ve put the spotlight on U.S. rates and inflation expectations, credit markets and casualties from rising U.S. interest rates.   The domino effect   Over 2017, we highlighted the dichotomy between interest rate managers’

Jun 14, 2018 Categories: Fixed Income
Global Fixed Income Survey

Q1 2018 Fixed Income Survey: Expectations for rising rates, volatility, and emerging markets

The dichotomy between views from interest rate managers and credit managers continues. In this survey, rates managers have blinked first. This quarter’s survey closed right in time for the recent market sell-off, thus managers did not have the benefit of hindsight with regards to market repricing. Nonetheless, the results continue to provide valuable insight. Previously,

Mar 1, 2018 Categories: Fixed Income, Investment Strategy

Problems of plenty: Can active managers manage their AUM?

It’s no secret that Russell Investments expects active managers with relatively low assets under management to have better average performance. But as Director of Investment Strategy and Research, Leola Ross explains, increasing assets under management is not necessarily the kiss of death.   We’ve been talking a great deal recently about the debate between active

Global Fixed Income Survey

Quarterly Fixed Income Survey: September 2017

On the basis of this quarter’s results, it is clear that the dichotomy between what the credit market expects versus what the interest rate market expects, continues. We recommend that investors clip the coupon in credit, but maintain some dry powder for more opportunities ahead.   It’s been a year since we began surveying our

Oct 12, 2017 Categories: Fixed Income, Investment Strategy

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