All Fixed Income articles – Page 107
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White papersThe Emerging-Market Rally Is Far from Over
Afraid you’ve missed the rally in emerging-market (EM) assets? Don’t be. Responsible policies and pragmatic politics have taken hold in many developing countries. That bodes well for growth and suggests the rally has room to run.
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White papersDo rising rates reduce returns on income assets?
Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets don’t perform as investors might expect.
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White papersHow to Prepare Your Bonds for an Equity Correction
Preparing for a stock market correction ? We’ve got another thing to add to your to-do list: take a look at your fixed-income holdings, too.
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White papersIn Credit: Monetary policy on (Jackson) hold?
The annual Jackson Hole symposium left the market with little new information about central bank policy intentions in either the US or Europe.
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White papersEmerging Markets: Minding Their Own Business
There has been a big improvement in emerging markets which I don’t think investors are fully aware of. Their external imbalances have improved significantly. Their current account deficits have shrunk. Foreign direct investment, in the meantime, has been very robust.
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White papersConsistency is key in fixed income investing
At Columbia Threadneedle Investments, our consistent, collaborative approach and global expertise delivers the success investors demand.
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White papersAsset Allocation Update: Is a bond sell-off around the corner?
We are mindful that investment grade and high yield bonds have been on a strong run from a risk/reward perspective, and in that context we have been looking at our weighting in this area.
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White papersHow Bank Loans Yield to Fantasy
As an asset class, fixed income generates longer-term returns that are largely predictable. So why are those returns not always a reasonably sure thing, and why is there controversy around the methodology being used for making predictions for one sector in particular?
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White papersIn Credit: Summertime...and policy conditions remain easy
The US dollar continues to weaken driven by relatively weaker US economic prospects and ongoing political turmoil domestically.
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White papersDynamic Asian fixed income market continues to drive strong returns
The Asian fixed income market has had a fantastic three-year total return performance.
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White papersWhy ETFs Aren’t a Good Fit in European High Yield
The index-tracking trend is firmly entrenched. But do investors recognize the big differences between stock and bond ETFs? And do they appreciate that these can cause European high-yield ETFs to lag?
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White papersIn Credit: Beware of Greeks bearing bonds
The US Federal Reserve left interest rates unchanged last week as expected, while its statement intimated that the balance sheet unwinding process should begin soon.
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White papersStrategic Relative Value: Q3 2017
A quarterly look at how macro events are driving relative value around the globe.
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White papersBuilding the Perfect Barbell
Investors who want to reduce risk and maintain a steady income might consider a barbell strategy that pairs interest rate–sensitive bonds with high-yielding credit assets. But first, it’s important to strike the right balance.
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White papersIn Credit: Calm seas don’t make good sailors
After the sharp decline in bond prices a couple of weeks ago calm seems to be returning.
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White papersIn Credit: In the firing line...
Core government bonds ended the week little changed in spite of a backdrop of geo-political tensions, with the Korean Peninsula nuclear threat and the terrorist attack in Barcelona.
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White papersAre ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
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White papersIn Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
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White papersWhat does the "Rise of the Robots" mean for asset prices?
The world could be heading for a dystopian or booming future thanks to the incredible advances being made in automation.
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White papersYour Income Portfolio: Better with Balance
One of the biggest challenges for bond investors today is keeping income flowing without taking too much risk. We think a balanced barbell approach can help.
