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.
Tag: Bonds
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?
Risk
There’s a Better Way to Harness Risk Parity Strategies, Says NISA
Leverage can distort managers’ results, making them look better than they are, its study charges.
Asset Allocation
De-Risking Moves More Corporate Plans Into Passive Strategies
Fees come down thanks to the shift, says a new study.
Asset Allocation
Asset Allocators Want to Boost Their Stakes in EM Debt, Says Vontobel
Some 60% of U.S. institutional investors aim to up their exposure over the next two years, per a study.
Asset Allocation
No Place to Turn With Stocks and Bonds Both Down? JPM Has a Solution
Swap high-yielding stocks for even better-paying bonds, the bank says.
The Plus Side of Rising Interest Rates: Lower Pension Liabilities
Higher rates are no friend to bond portfolios, but they make life easier for DB plans.
Manager Selection
Eiji Ueda Reappointed as CIO of GPIF
The Goldman Sachs veteran helped lead the world’s largest pension fund to two years of growth.
Asset Allocation
JPM: De-Risking Plans Suffer if They Don’t Broaden Out to Alts
The old LDI method of sliding into bonds from stocks is past its prime, a study from the firm says.
Asset Allocation
Bonds Stink as a Refuge From Stocks, but BlackRock Sees a Work-Around
The firm makes a case for TIPS and Chinese government paper, as alternatives.