Research
Survey: Allocators See 2023 Opportunity in Bonds
Fixed income should benefit from rate increases, Natixis poll finds.
Tag: Bonds
So When Will Stocks and Bonds Un-Link?
It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Here’s what allocators can do about that.
Asset Allocation
BlackRock’s Suggested 2023 Buys: Investment Grade Corporates and Just 2 Other Bond Types
Still-high inflation and an expected recession call for slighting stocks and most other categories, the asset kingpin advises.
LDI Push to Lower Stock Exposure Reaches Its Destination
The de-risking trend has seen equities cut in half since 2008, to around 30% of assets, and Milliman thinks that’s where it will stay.
Risk
Why Bond Liquidity May Be Headed for Trouble
As Yellen warns of problem selling the obligations, fixed-income volatility resembles that of stocks. Other hazards lurk.
Asset Allocation
BlackRock Touts Its Ideal Asset Mix to Hit Allocators’ Target Returns
The best chance of reaching a 7.5% gain is to go heavily into bonds, its study contends.
Market Moves
Fright Among British Pension Funds as Bonds Buying Ends
Bank of England says it is ceasing support for gilts on Friday, as plans face punishing margin calls amid tanking fixed-income values.
Asset Allocation
Recession’s Market Impact May Already Be Priced In, Says Vanguard CIO
Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.
Inflation, Duration and Frustration: Investing in a Risk-Filled Fixed-Income Climate
Past havens such as emerging markets offer little protection, so investors are considering high-yield bonds and high-quality equities.
Asset Allocation
Allocators Rebalance Too Often, JPM Says
Instead of rebalancing quarterly or monthly, do it annually, and more strategically, the firm advises.
News
Why Are Cash-Flush Big Tech Firms Issuing Bonds?
Answer: Rates are low, and so are the firms’ debt ratios.
Asset Allocation
Why Have Stocks and Bonds Been Correlated Lately?
In three decades, both asset classes went south at the same time in only nine quarters, and two of them occurred this year, says Panama’s Santiago.
Asset Allocation
Inflows Boost Liquid Alts in a Troubled 2022
After lagging during the stock bull market, the asset class now scores decent returns, says Morningstar.
Risk
Maybe, Just Maybe, Bitcoin Has Hit Bottom
Technical indicators point to a possible low point for the battered cryptocurrency, say Glassnode researchers.
Asset Allocation
How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?