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Posts Tagged ‘fixed income’


Unconstrained Bonds – taste the secret sauce

Page Title Unconstrained Bonds – taste the secret sauce

Unconstrained fixed income has become a popular strategy. By choosing investments that are free from benchmark constraints and that allow the managers wide-ranging discretion, investors aim to achieve consistent positive performance irrespective of a potential turn in the interest rate cycle. But in a world of low prospective returns, a successful unconstrained bond strategy needs

May 31, 2017 Categories: Investment, Investment Strategy, Markets
Global Fixed Income Survey

Fixed Income Survey Results: Spotlight on Local EMD, Rates & Credit Spreads

Last October we initiated a quarterly global fixed income survey using responses from leading bond and currency managers highlighted by our research process. This quarter’s survey included 165 responses from managers with specialisms ranging across Global Rates, Global Investment Grade Credit, Global Leveraged Credit, Securitised, US Municipal Bonds, Active Currency, and Emerging Markets (EM) including

May 12, 2017 Categories: Investment, Investment Strategy, Markets

Quarterly Fixed Income Survey: bound in a narrow range

After an 80 basis point jump in US Treasury yields following the US presidential election, fixed income money managers have adjusted to the new environment. Across rates, spreads and major currencies, our second Global Fixed Income Survey1 shows managers’ forecasts are mostly clustered in a narrow range. The tightest consensus of all is for 2-3

Feb 24, 2017 Categories: Investment, Investment Strategy, Markets

Why we (and others) like Emerging Market currencies and bonds

After years of difficulties and underperformance, Emerging Market (EM) assets have the makings of a turn-round. In this blog, we focus on EM currencies and bonds. We explain our long-term positive view, using our appraisal process focusing on the business cycle, asset valuation, and investor sentiment (Cycle, Value and Sentiment or CVS). We also review

Aug 11, 2016 Categories: Investment Strategy, Markets

Convertible bonds: The best of both worlds?

One doesn’t need to have a mid-life crisis to own a convertible! While arguably not as exciting as a 400 horse power Porsche 911, convertibles (the bond variety) have the potential to deliver value both through diversification and return enhancement in a diversified multi-asset portfolio. A convertible bond offers the best of both the equity

Sep 11, 2014 Categories: Uncategorized
Russell-Investments-Blog-Banner-nine-points

Nine tips to fend off liquidity crises in your fixed income portfolio

So, the Fed is to start tapering its purchases in 2014. Even though well-trailed, the onset of tapering is likely to cause some volatility in fixed income markets, as we discuss in our

Jan 13, 2014 Categories: Uncategorized
Russell Investments Wire - The tough go shopping

World bond markets: when the going gets tough, the tough go shopping!

After the setback, there may be selective buying opportunities The turbulent state of capital markets reminds me of an American saying: “When the going gets tough, the tough go shopping” (consumer retail is after all two-thirds of the US economy). One of the odd things of this correction is that safer developed market (DM) government

Jun 25, 2013 Categories: Uncategorized

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