As one central bank after the other announces cuts to interest rates, we continue to believe that buying duration will be worthwhile for investors, even with yields close to record lows.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
A possible change in Chinese currency policy?
Pension funds don’t face the many constraints that make buy and maintain strategies so well-suited to insurers, and can make use of these freedoms when designing portfolios to meet the liability-aware investment needs of pension funds.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Strategies typically used by insurers can help European pension funds build stronger fixed income portfolios.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Are your private credit allocations positioned for uncertainty?