JANA Appoints Head of Insurance Strategy Fixed Income & Credit JANA has created a new role of Head of Insurance Strategy to reflect the expanded business and has appointed Greg Wilkinson into the role. Read More
Defensiveness Through Currencies Financial Crisis, Fixed Income & Credit In an environment where bonds yields are close to zero, where do you look for defensiveness? Currencies are one answer, Franklin Templeton’s Michael Hasenstab says. Read More
Stick to Aus, US Government Bonds Fixed Income & Credit If investors believe fixed income is a defensive allocation, then they should probably stick to just Australian and US government bonds, according to a Willis Towers Watson consultant. Read More
Don’t Just Hoard Yield: Aviva Fixed Income & Credit Most credit managers and analysts tend to be yield hoarders. Once you understand what this means for portfolio construction, you can exploit opportunities, argues Aviva Investors’ Colin Purdie. Read More
Fixed Income ETFs Pass Liquidity Test Financial Crisis, Fixed Income & Credit As bond markets froze up in March of this year, when the scale of the pandemic became clear, fixed income ETFs remained liquid and experienced record trading volumes. We speak to BlackRock’s Steve Laipply to see how these ETFs held up under their first real life stress test. Read More
Eyeing Distressed Investments Financial Crisis, Fixed Income & Credit, Private & Alternative Markets Asset consultant bfinance surveys distressed and opportunistic strategies and finds frantic capital raising activity. But not all strategies are equal, as the pandemic means a lack of track records and increased competition in some sectors. Read More
Crescent Wealth Set to Become First Sukuk Investor Asset Owners, Chief Investment Officers, Fixed Income & Credit Crescent Wealth is set to become Australia’s first investor into the rising asset class of Sukuk, a form of Islamic fixed income. Sukuk will help CIO Jason Hazell to further to increase the fund’s diversification. Read More
Mind The Gap Asset Allocation & Strategy, Chief Investment Officers, Fixed Income & Credit, Private & Alternative Markets China Pacific Insurance Group CIO Ben Deng speaks to [i3] Insights about the challenges of closing the asset/liability gap in today’s low-yielding environment and shares his excitement about opportunities in Chinese private equity. Read More
The Factors of Emerging Market Debt Emerging Markets, Fixed Income & Credit Finisterre Capital’s Raphael Biosse-Duplan says investors should worry less about the geographical definition of emerging markets and more about what factors set this asset class apart from others. Read More
